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 | $8,234 | $190,805-95.7% | $159,960-94.9% | $134,475-93.9% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -18.59% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $253 | $4,995-94.9% | $4,226-94.0% | $4,740-94.7% |
| Participant deferral / active EE | $2,648 | $6,923-61.7% | $6,182-57.2% | $6,400-58.6% |
| Admin fee / account holder | $9,081 | $10,471-13.3% | $8,698+4.4% | $11,426-20.5% |