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 | $6,602 | $97,044-93.2% | $83,333-92.1% | $135,375-95.1% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -9.20% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,138 | $5,964-30.6% | $5,565-25.6% | $5,609-26.2% |
| Admin fee / account holder | $2,166 | $8,380-74.1% | $7,510-71.2% | $10,827-80.0% |