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 7-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 | $8,707 | $56,114-84.5% | $96,139-90.9% | $85,850-89.9% |
| Participation rate | 62.5% | 56.7%+5.8pp | 68.4%-5.9pp | 69.3%-6.8pp |
| Annual return | 15.99% | 42.30%-26.3pp | 191.94%-176.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,041 | $2,859+6.4% | $4,349-30.1% | $3,952-23.0% |
| Admin fee / account holder | $692 | $3,768-81.6% | $5,537-87.5% | $6,260-88.9% |