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 7-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 | $14,891 | $127,065-88.3% | $113,168-86.8% | $142,382-89.5% |
| Participation rate | 27.3% | 79.2%-51.9pp | 76.6%-49.3pp | 80.1%-52.8pp |
| Annual return | 18.45% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,944 | $5,716-48.5% | $5,107-42.3% | $6,507-54.8% |
| Admin fee / account holder | $2,299 | $15,736-85.4% | $12,068-80.9% | $12,624-81.8% |