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 | $4,468 | $106,515-95.8% | $96,683-95.4% | $139,434-96.8% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.3%-61.8pp | 80.3%-67.8pp |
| Annual return | 11.55% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $422 | $4,103-89.7% | $3,737-88.7% | $4,751-91.1% |
| Participant deferral / active EE | $1,731 | $5,454-68.3% | $4,878-64.5% | $6,710-74.2% |
| Admin fee / account holder | $23,636 | $7,877+200.1% | $6,730+251.2% | $11,403+107.3% |