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 4-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 | $11,087 | $64,517-82.8% | $81,438-86.4% | $80,874-86.3% |
| Participation rate | 30.3% | 63.9%-33.6pp | 69.5%-39.2pp | 67.6%-37.3pp |
| Annual return | 18.26% | 16.35%+1.9pp | 24.74%-6.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,139 | $3,096-63.2% | $3,883-70.7% | $4,297-73.5% |
| Admin fee / account holder | $1,737 | $5,677-69.4% | $5,764-69.9% | $6,935-75.0% |