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 | $25,822 | $83,477-69.1% | $125,175-79.4% | $72,985-64.6% |
| Participation rate | 41.9% | 73.3%-31.5pp | 79.8%-37.9pp | 69.5%-27.6pp |
| Annual return | 135.27% | 25.78%+109.5pp | 43.79%+91.5pp | 81.00%+54.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,415 | $3,585-32.6% | $4,937-51.1% | $3,607-33.1% |
| Admin fee / account holder | $1,092 | $5,517-80.2% | $9,702-88.7% | $5,124-78.7% |