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 9-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 | $8,953 | $52,519-83.0% | $155,790-94.3% | $59,632-85.0% |
| Participation rate | 32.9% | 61.7%-28.8pp | 76.1%-43.2pp | 68.7%-35.8pp |
| Annual return | 23.98% | 53.51%-29.5pp | 71.54%-47.6pp | 2041.28%-2017.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,766 | $3,084-42.7% | $4,797-63.2% | $3,192-44.7% |
| Admin fee / account holder | $518 | $3,540-85.4% | $7,478-93.1% | $4,297-88.0% |