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 | $13,947 | $63,114-77.9% | $92,893-85.0% | $65,185-78.6% |
| Participation rate | 40.7% | 68.8%-28.1pp | 76.0%-35.3pp | 70.2%-29.5pp |
| Annual return | 30.93% | 28.75%+2.2pp | 109.41%-78.5pp | 29.38%+1.5pp |
| Employer contribution / active EE | $543 | $2,571-78.9% | $3,653-85.1% | $2,177-75.1% |
| Participant deferral / active EE | $1,972 | $3,108-36.6% | $4,236-53.5% | $3,514-43.9% |
| Admin fee / account holder | $363 | $624-41.8% | $5,794-93.7% | $847-57.2% |