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 6-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 | $8,825 | $73,867-88.1% | $143,757-93.9% | $68,494-87.1% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -19.12% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $124 | $3,184-96.1% | $4,951-97.5% | $2,596-95.2% |
| Participant deferral / active EE | $965 | $3,384-71.5% | $5,637-82.9% | $4,027-76.0% |
| Admin fee / account holder | $532 | $5,755-90.8% | $14,673-96.4% | $5,403-90.2% |