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 | $13,972 | $70,669-80.2% | $169,368-91.8% | $75,163-81.4% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.1%-31.9pp | 67.2%-22.0pp |
| Annual return | 26.82% | 36.36%-9.5pp | 405.60%-378.8pp | 160.62%-133.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,638 | $4,311-62.0% | $6,221-73.7% | $4,125-60.3% |
| Admin fee / account holder | $1,004 | $5,402-81.4% | $9,003-88.9% | $5,651-82.2% |