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 | $22,294 | $56,767-60.7% | $101,794-78.1% | $85,563-73.9% |
| Participation rate | 17.6% | 57.6%-40.0pp | 69.2%-51.6pp | 66.0%-48.4pp |
| Annual return | 22.51% | 17.76%+4.7pp | 30.53%-8.0pp | 31.51%-9.0pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,436 | $2,720-47.2% | $4,084-64.8% | $4,375-67.2% |
| Admin fee / account holder | $4,589 | $1,098+317.9% | $8,777-47.7% | $834+450.1% |