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 | $15,621 | $63,156-75.3% | $122,332-87.2% | $62,292-74.9% |
| Participation rate | 65.0% | 60.0%+5.0pp | 71.6%-6.6pp | 69.5%-4.5pp |
| Annual return | 17.17% | 20.61%-3.4pp | 30.27%-13.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $162 | $1,385-88.3% | $4,050-96.0% | $2,042-92.1% |
| Participant deferral / active EE | $1,096 | $2,321-52.8% | $3,287-66.7% | $3,169-65.4% |
| Admin fee / account holder | $676 | $440+53.7% | $5,478-87.7% | $479+41.1% |