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 10-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 | $12,874 | $113,935-88.7% | $94,224-86.3% | $125,391-89.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -0.97% | 5.29%-6.3pp | 10.68%-11.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $536 | $4,727-88.7% | $3,587-85.1% | $4,866-89.0% |
| Participant deferral / active EE | $3,567 | $5,179-31.1% | $4,320-17.4% | $5,352-33.4% |
| Admin fee / account holder | $33,807 | $8,391+302.9% | $6,269+439.3% | $9,540+254.4% |