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 | $11,867 | $154,228-92.3% | $145,433-91.8% | $137,256-91.4% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 36.65% | 74.59%-37.9pp | 66.58%-29.9pp | 220.34%-183.7pp |
| Employer contribution / active EE | $50 | $4,804-99.0% | $4,554-98.9% | $4,156-98.8% |
| Participant deferral / active EE | $3,743 | $8,216-54.4% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $4,030 | $14,344-71.9% | $13,129-69.3% | $12,270-67.2% |