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 9-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 | $22,088 | $73,004-69.7% | $90,749-75.7% | $68,494-67.8% |
| Participation rate | 61.9% | 70.8%-8.9pp | 75.7%-13.8pp | 67.9%-6.0pp |
| Annual return | -3.30% | -13.81%+10.5pp | -12.16%+8.9pp | -7.84%+4.5pp |
| Employer contribution / active EE | $473 | $2,193-78.4% | $2,921-83.8% | $2,596-81.8% |
| Participant deferral / active EE | $3,579 | $3,627-1.3% | $4,564-21.6% | $4,027-11.1% |
| Admin fee / account holder | $338 | $5,896-94.3% | $8,445-96.0% | $5,403-93.7% |