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 8-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 | $7,557 | $42,894-82.4% | $60,874-87.6% | $68,494-89.0% |
| Participation rate | 55.6% | 66.8%-11.2pp | 73.1%-17.6pp | 67.9%-12.3pp |
| Annual return | -17.78% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $142 | $1,978-92.8% | $2,701-94.8% | $2,596-94.5% |
| Participant deferral / active EE | $1,022 | $2,867-64.4% | $3,817-73.2% | $4,027-74.6% |
| Admin fee / account holder | $400 | $3,101-87.1% | $3,224-87.6% | $5,403-92.6% |