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 | $11,055 | $72,277-84.7% | $101,248-89.1% | $79,858-86.2% |
| Participation rate | 56.9% | 68.5%-11.6pp | 75.8%-18.9pp | 69.6%-12.7pp |
| Annual return | 26.30% | 22.30%+4.0pp | 46.47%-20.2pp | 31.71%-5.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,864 | $3,282-12.7% | $4,370-34.5% | $3,740-23.4% |
| Admin fee / account holder | $421 | $4,400-90.4% | $5,945-92.9% | $5,306-92.1% |