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 | $9,935 | $49,177-79.8% | $79,464-87.5% | $64,186-84.5% |
| Participation rate | 37.8% | 65.0%-27.3pp | 73.3%-35.6pp | 69.6%-31.8pp |
| Annual return | -7.99% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $99 | $2,076-95.2% | $2,800-96.5% | $2,381-95.9% |
| Participant deferral / active EE | $898 | $2,821-68.2% | $3,704-75.8% | $3,470-74.1% |
| Admin fee / account holder | $2,842 | $3,839-26.0% | $5,113-44.4% | $4,888-41.9% |