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 | $16,969 | $71,883-76.4% | $86,677-80.4% | $68,494-75.2% |
| Participation rate | 35.5% | 72.2%-36.8pp | 76.6%-41.1pp | 67.9%-32.4pp |
| Annual return | -14.36% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,432 | $3,779-35.6% | $4,656-47.8% | $4,027-39.6% |
| Admin fee / account holder | $5,975 | $6,112-2.2% | $7,493-20.3% | $5,403+10.6% |