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 8-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 | $18,144 | $109,413-83.4% | $156,263-88.4% | $84,808-78.6% |
| Participation rate | 45.2% | 72.7%-27.5pp | 78.9%-33.7pp | 68.3%-23.1pp |
| Annual return | 21.22% | 20.18%+1.0pp | 59.47%-38.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $547 | $2,907-81.2% | $4,333-87.4% | $2,631-79.2% |
| Participant deferral / active EE | $2,342 | $4,590-49.0% | $6,158-62.0% | $4,212-44.4% |
| Admin fee / account holder | $2,523 | $9,357-73.0% | $14,255-82.3% | $7,344-65.6% |