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 | $11,063 | $85,790-87.1% | $67,313-83.6% | $135,375-91.8% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -5.71% | -0.54%-5.2pp | -4.08%-1.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,279 | $4,651-51.0% | $3,568-36.1% | $5,609-59.4% |
| Admin fee / account holder | $1,676 | $6,392-73.8% | $4,507-62.8% | $10,827-84.5% |