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 | $11,116 | $110,257-89.9% | $96,544-88.5% | $139,434-92.0% |
| Participation rate | 40.9% | 78.1%-37.2pp | 76.0%-35.1pp | 80.3%-39.4pp |
| Annual return | 23.12% | 26.32%-3.2pp | 25.84%-2.7pp | 372.94%-349.8pp |
| Employer contribution / active EE | $800 | $3,620-77.9% | $2,965-73.0% | $4,751-83.2% |
| Participant deferral / active EE | $4,552 | $5,548-18.0% | $4,851-6.2% | $6,710-32.2% |
| Admin fee / account holder | $7,227 | $11,591-37.7% | $8,252-12.4% | $11,403-36.6% |