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 6-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 | $5,324 | $55,706-90.4% | $75,886-93.0% | $72,985-92.7% |
| Participation rate | 37.9% | 61.1%-23.2pp | 69.3%-31.4pp | 69.5%-31.6pp |
| Annual return | 65.83% | 27.59%+38.2pp | 30.76%+35.1pp | 81.00%-15.2pp |
| Employer contribution / active EE | $252 | $1,687-85.1% | $2,500-89.9% | $2,440-89.7% |
| Participant deferral / active EE | $1,995 | $2,634-24.3% | $3,603-44.6% | $3,607-44.7% |
| Admin fee / account holder | $562 | $3,978-85.9% | $5,418-89.6% | $5,124-89.0% |