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 8-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 | $9,444 | $77,899-87.9% | $149,673-93.7% | $75,163-87.4% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 14.89% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $282 | $3,137-91.0% | $4,818-94.1% | $2,670-89.4% |
| Participant deferral / active EE | $995 | $3,411-70.8% | $5,680-82.5% | $4,125-75.9% |
| Admin fee / account holder | $1,011 | $5,956-83.0% | $13,210-92.3% | $5,651-82.1% |