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 | $20,363 | $95,803-78.7% | $113,168-82.0% | $84,808-76.0% |
| Participation rate | 68.0% | 72.9%-4.9pp | 76.6%-8.6pp | 68.3%-0.3pp |
| Annual return | 24.26% | 25.00%-0.7pp | 24.27%0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $653 | $2,360-72.3% | $2,975-78.1% | $2,631-75.2% |
| Participant deferral / active EE | $3,147 | $4,242-25.8% | $5,107-38.4% | $4,212-25.3% |
| Admin fee / account holder | $2,860 | $8,989-68.2% | $12,068-76.3% | $7,344-61.1% |