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 | $20,535 | $71,883-71.4% | $86,677-76.3% | $68,494-70.0% |
| Participation rate | 68.6% | 72.2%-3.7pp | 76.6%-8.0pp | 67.9%+0.7pp |
| Annual return | -16.43% | 3.52%-20.0pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $171 | $2,173-92.1% | $2,836-94.0% | $2,596-93.4% |
| Participant deferral / active EE | $2,566 | $3,779-32.1% | $4,656-44.9% | $4,027-36.3% |
| Admin fee / account holder | $1,795 | $6,112-70.6% | $7,493-76.0% | $5,403-66.8% |