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 3-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 | $14,888 | $154,228-90.3% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 26.41% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,510 | $8,216-32.9% | $7,897-30.2% | $6,407-14.0% |
| Admin fee / account holder | $1,163 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |