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 | $4,612 | $167,307-97.2% | $143,757-96.8% | $134,475-96.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.19% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $674 | $5,619-88.0% | $4,951-86.4% | $4,740-85.8% |
| Participant deferral / active EE | $3,951 | $6,446-38.7% | $5,637-29.9% | $6,400-38.3% |
| Admin fee / account holder | $675 | $18,088-96.3% | $14,673-95.4% | $11,426-94.1% |