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 6-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 | $14,869 | $167,307-91.1% | $143,757-89.7% | $134,475-88.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -7.74% | 0.46%-8.2pp | -0.04%-7.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | $608 | $5,619-89.2% | $4,951-87.7% | $4,740-87.2% |
| Participant deferral / active EE | $4,783 | $6,446-25.8% | $5,637-15.1% | $6,400-25.3% |
| Admin fee / account holder | $3,380 | $18,088-81.3% | $14,673-77.0% | $11,426-70.4% |