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 | $6,846 | $133,958-94.9% | $112,228-93.9% | $134,475-94.9% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -17.51% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $478 | $4,038-88.2% | $3,635-86.8% | $4,740-89.9% |
| Participant deferral / active EE | $2,074 | $5,291-60.8% | $4,728-56.1% | $6,400-67.6% |
| Admin fee / account holder | $602 | $7,489-92.0% | $6,410-90.6% | $11,426-94.7% |