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 9-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 | $9,786 | $58,512-83.3% | $84,015-88.4% | $72,985-86.6% |
| Participation rate | 23.6% | 61.2%-37.6pp | 69.0%-45.4pp | 69.5%-45.8pp |
| Annual return | 27.97% | 28.93%-1.0pp | 71.31%-43.3pp | 81.00%-53.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,403 | $2,394-41.4% | $3,239-56.7% | $3,607-61.1% |
| Admin fee / account holder | $301 | $4,569-93.4% | $6,101-95.1% | $5,124-94.1% |