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 | $10,618 | $167,307-93.7% | $143,757-92.6% | $134,475-92.1% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.0pp |
| Annual return | 0.49% | 0.46%0pp | -0.04%+0.5pp | 417.96%-417.5pp |
| Employer contribution / active EE | $1,065 | $5,619-81.1% | $4,951-78.5% | $4,740-77.5% |
| Participant deferral / active EE | $2,586 | $6,446-59.9% | $5,637-54.1% | $6,400-59.6% |
| Admin fee / account holder | $757 | $18,088-95.8% | $14,673-94.8% | $11,426-93.4% |