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 6-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 | $33,023 | $125,758-73.7% | $169,993-80.6% | $75,163-56.1% |
| Participation rate | 53.8% | 83.6%-29.7pp | 87.0%-33.2pp | 67.2%-13.3pp |
| Annual return | 18.07% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,171 | $4,615-74.6% | $6,785-82.7% | $2,670-56.1% |
| Participant deferral / active EE | $3,296 | $6,837-51.8% | $10,408-68.3% | $4,125-20.1% |
| Admin fee / account holder | $1,062 | $8,173-87.0% | $12,815-91.7% | $5,651-81.2% |