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 | $34,851 | $109,359-68.1% | $162,163-78.5% | $72,985-52.2% |
| Participation rate | 67.6% | 84.3%-16.6pp | 87.6%-19.9pp | 69.5%-1.8pp |
| Annual return | 22.34% | 25.46%-3.1pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $818 | $3,907-79.1% | $5,614-85.4% | $2,440-66.5% |
| Participant deferral / active EE | $5,618 | $5,481+2.5% | $7,298-23.0% | $3,607+55.7% |
| Admin fee / account holder | $6,962 | $7,972-12.7% | $10,843-35.8% | $5,124+35.9% |