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 3-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 | $15,700 | $50,820-69.1% | $155,567-89.9% | $77,671-79.8% |
| Participation rate | 26.9% | 63.1%-36.2pp | 78.2%-51.3pp | 70.6%-43.6pp |
| Annual return | 15.78% | 34.85%-19.1pp | 64.74%-49.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,205 | $2,823-57.3% | $5,628-78.6% | $4,648-74.1% |
| Admin fee / account holder | $2,240 | $436+413.9% | $15,916-85.9% | $430+420.5% |