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 5-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 | $8,520 | $46,553-81.7% | $64,056-86.7% | $75,163-88.7% |
| Participation rate | 54.7% | 65.9%-11.3pp | 72.3%-17.6pp | 67.2%-12.5pp |
| Annual return | 22.59% | 26.03%-3.4pp | 33.69%-11.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $225 | $1,974-88.6% | $2,747-91.8% | $2,670-91.6% |
| Participant deferral / active EE | $2,117 | $2,837-25.4% | $3,880-45.4% | $4,125-48.7% |
| Admin fee / account holder | $1,043 | $2,952-64.7% | $3,068-66.0% | $5,651-81.5% |