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 | $95,453-68.6% | $112,040-73.2% | $82,448-63.6% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.5%-36.1pp | 68.1%-27.7pp |
| Annual return | 18.78% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $501 | $2,318-78.4% | $2,954-83.0% | $2,551-80.3% |
| Participant deferral / active EE | $2,204 | $4,224-47.8% | $5,098-56.8% | $4,139-46.8% |
| Admin fee / account holder | $436 | $9,013-95.2% | $12,098-96.4% | $7,234-94.0% |