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 | $4,519 | $63,703-92.9% | $93,063-95.1% | $82,448-94.5% |
| Participation rate | 56.8% | 63.8%-7.1pp | 72.1%-15.4pp | 68.1%-11.3pp |
| Annual return | 18.50% | -775.43%+793.9pp | 34.15%-15.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,986 | $2,919-32.0% | $3,958-49.8% | $4,139-52.0% |
| Admin fee / account holder | $613 | $5,982-89.8% | $6,033-89.8% | $7,234-91.5% |