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 7-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 | $4,644 | $37,426-87.6% | $77,482-94.0% | $79,858-94.2% |
| Participation rate | 38.5% | 41.5%-3.0pp | 54.2%-15.7pp | 69.6%-31.2pp |
| Annual return | 12.99% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $888 | $1,260-29.6% | $1,861-52.3% | $3,740-76.3% |
| Admin fee / account holder | $2,173 | $2,504-13.2% | $2,858-24.0% | $5,306-59.0% |