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 | $8,966 | $71,050-87.4% | $93,606-90.4% | $80,856-88.9% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.6pp | 67.6%-16.5pp |
| Annual return | 40.06% | 11.26%+28.8pp | 133.20%-93.1pp | 35.59%+4.5pp |
| Employer contribution / active EE | $290 | $1,564-81.5% | $2,420-88.0% | $2,755-89.5% |
| Participant deferral / active EE | $2,215 | $4,034-45.1% | $4,411-49.8% | $4,296-48.4% |
| Admin fee / account holder | $1,655 | $6,945-76.2% | $8,285-80.0% | $6,918-76.1% |