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 6-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 | $17,656 | $84,936-79.2% | $111,297-84.1% | $79,386-77.8% |
| Participation rate | 26.0% | 75.9%-49.9pp | 77.3%-51.3pp | 70.7%-44.7pp |
| Annual return | 20.51% | 17.45%+3.1pp | 54.65%-34.1pp | 116.85%-96.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,195 | $3,888-43.6% | $4,487-51.1% | $4,046-45.7% |
| Admin fee / account holder | $1,421 | $537+164.6% | $7,964-82.2% | $626+126.9% |