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 7-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 | $13,378 | $79,633-83.2% | $93,789-85.7% | $68,494-80.5% |
| Participation rate | 35.9% | 75.4%-39.5pp | 81.0%-45.1pp | 67.9%-32.0pp |
| Annual return | -18.41% | -0.10%-18.3pp | -11.33%-7.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,843 | $5,158-64.3% | $6,094-69.8% | $4,027-54.2% |
| Admin fee / account holder | $2,138 | $6,871-68.9% | $7,195-70.3% | $5,403-60.4% |