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 10-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 | $17,553 | $58,512-70.0% | $84,015-79.1% | $72,985-75.9% |
| Participation rate | 57.6% | 61.2%-3.7pp | 69.0%-11.4pp | 69.5%-11.9pp |
| Annual return | 16.61% | 28.93%-12.3pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,595 | $2,394+8.4% | $3,239-19.9% | $3,607-28.1% |
| Admin fee / account holder | $2,012 | $4,569-56.0% | $6,101-67.0% | $5,124-60.7% |