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 5-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 | $29,979 | $95,803-68.7% | $113,168-73.5% | $84,808-64.7% |
| Participation rate | 40.4% | 72.9%-32.5pp | 76.6%-36.2pp | 68.3%-27.9pp |
| Annual return | 18.78% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $501 | $2,360-78.8% | $2,975-83.1% | $2,631-80.9% |
| Participant deferral / active EE | $2,204 | $4,242-48.0% | $5,107-56.8% | $4,212-47.7% |
| Admin fee / account holder | $436 | $8,989-95.1% | $12,068-96.4% | $7,344-94.1% |