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 | $18,172 | $72,277-74.9% | $101,248-82.1% | $79,858-77.2% |
| Participation rate | 20.7% | 68.5%-47.8pp | 75.8%-55.1pp | 69.6%-48.9pp |
| Annual return | 20.63% | 22.30%-1.7pp | 46.47%-25.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $347 | $2,692-87.1% | $3,660-90.5% | $2,471-85.9% |
| Participant deferral / active EE | $1,466 | $3,282-55.3% | $4,370-66.4% | $3,740-60.8% |
| Admin fee / account holder | $679 | $4,400-84.6% | $5,945-88.6% | $5,306-87.2% |