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 8-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 | $6,895 | $73,867-90.7% | $143,757-95.2% | $68,494-89.9% |
| Participation rate | 15.4% | 66.7%-51.3pp | 80.3%-64.9pp | 67.9%-52.5pp |
| Annual return | -12.10% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,490 | $3,384-56.0% | $5,637-73.6% | $4,027-63.0% |
| Admin fee / account holder | $9,754 | $5,755+69.5% | $14,673-33.5% | $5,403+80.5% |