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 | $16,870 | $87,013-80.6% | $106,213-84.1% | $80,856-79.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 12.86% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $549 | $2,395-77.1% | $3,171-82.7% | $2,755-80.1% |
| Participant deferral / active EE | $1,853 | $3,986-53.5% | $5,016-63.1% | $4,296-56.9% |
| Admin fee / account holder | $2,343 | $8,431-72.2% | $11,033-78.8% | $6,918-66.1% |