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 | $23,462 | $91,538-74.4% | $129,995-82.0% | $75,163-68.8% |
| Participation rate | 62.5% | 71.4%-8.9pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 16.34% | -631.11%+647.4pp | -137.18%+153.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $250 | $2,845-91.2% | $4,320-94.2% | $2,670-90.6% |
| Participant deferral / active EE | $2,318 | $4,341-46.6% | $5,820-60.2% | $4,125-43.8% |
| Admin fee / account holder | $11,520 | $6,790+69.7% | $10,614+8.5% | $5,651+103.9% |