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 10-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 | $13,944 | $113,339-87.7% | $94,993-85.3% | $147,584-90.6% |
| Participation rate | 64.3% | 78.0%-13.7pp | 73.9%-9.6pp | 82.8%-18.5pp |
| Annual return | 13.78% | 20.77%-7.0pp | 27.12%-13.3pp | 578.55%-564.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,817 | $3,777-51.9% | $3,317-45.2% | $5,439-66.6% |
| Admin fee / account holder | $1,696 | $6,063-72.0% | $4,960-65.8% | $10,885-84.4% |