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 | $8,354 | $76,000-89.0% | $154,107-94.6% | $64,186-87.0% |
| Participation rate | 69.0% | 70.4%-1.4pp | 83.0%-14.0pp | 69.6%-0.5pp |
| Annual return | -5.33% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $229 | $3,351-93.2% | $5,298-95.7% | $2,381-90.4% |
| Participant deferral / active EE | $952 | $3,175-70.0% | $5,081-81.3% | $3,470-72.6% |
| Admin fee / account holder | $1,381 | $5,596-75.3% | $13,411-89.7% | $4,888-71.8% |