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 4-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 | $6,932 | $80,717-91.4% | $154,803-95.5% | $84,808-91.8% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,064 | $3,303-67.8% | $5,540-80.8% | $4,212-74.7% |
| Admin fee / account holder | $2,306 | $6,746-65.8% | $14,329-83.9% | $7,344-68.6% |