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 | $16,914 | $93,571-81.9% | $135,903-87.6% | $75,163-77.5% |
| Participation rate | 40.8% | 75.2%-34.4pp | 81.9%-41.1pp | 67.2%-26.4pp |
| Annual return | 30.96% | 30.90%+0.1pp | 68.23%-37.3pp | 160.62%-129.7pp |
| Employer contribution / active EE | $640 | $3,537-81.9% | $4,856-86.8% | $2,670-76.0% |
| Participant deferral / active EE | $2,848 | $6,404-55.5% | $7,758-63.3% | $4,125-31.0% |
| Admin fee / account holder | $1,450 | $6,975-79.2% | $10,762-86.5% | $5,651-74.3% |