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 6-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 | $31,974 | $95,803-66.6% | $113,168-71.7% | $84,808-62.3% |
| Participation rate | 48.4% | 72.9%-24.4pp | 76.6%-28.1pp | 68.3%-19.9pp |
| Annual return | 12.57% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $118 | $2,360-95.0% | $2,975-96.0% | $2,631-95.5% |
| Participant deferral / active EE | $2,667 | $4,242-37.1% | $5,107-47.8% | $4,212-36.7% |
| Admin fee / account holder | $3,233 | $8,989-64.0% | $12,068-73.2% | $7,344-56.0% |