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 5-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 | $21,234 | $81,460-73.9% | $103,333-79.5% | $80,856-73.7% |
| Participation rate | 35.4% | 66.8%-31.5pp | 74.5%-39.1pp | 67.6%-32.3pp |
| Annual return | 15.07% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $785 | $3,105-74.7% | $3,868-79.7% | $2,755-71.5% |
| Participant deferral / active EE | $2,009 | $3,869-48.1% | $5,057-60.3% | $4,296-53.2% |
| Admin fee / account holder | $1,559 | $6,566-76.3% | $8,355-81.3% | $6,918-77.5% |