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 7-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 | $8,275 | $76,912-89.2% | $129,110-93.6% | $68,494-87.9% |
| Participation rate | 32.7% | 69.1%-36.5pp | 77.3%-44.6pp | 67.9%-35.2pp |
| Annual return | -10.55% | -9.78%-0.8pp | -10.94%+0.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,813 | $4,732-61.7% | $6,542-72.3% | $4,027-55.0% |
| Admin fee / account holder | $693 | $6,638-89.6% | $14,302-95.2% | $5,403-87.2% |