See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,333 | $45,073-90.4% | $69,455-93.8% | $72,985-94.1% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 37.25% | 22.65%+14.6pp | 28.97%+8.3pp | 81.00%-43.8pp |
| Employer contribution / active EE | $315 | $2,054-84.7% | $2,779-88.7% | $2,440-87.1% |
| Participant deferral / active EE | $1,028 | $2,602-60.5% | $3,535-70.9% | $3,607-71.5% |
| Admin fee / account holder | $614 | $3,056-79.9% | $3,839-84.0% | $5,124-88.0% |