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 9-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 | $8,953 | $97,757-90.8% | $83,848-89.3% | $135,375-93.4% |
| Participation rate | 21.4% | 80.0%-58.5pp | 76.1%-54.7pp | 82.6%-61.2pp |
| Annual return | -7.41% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $421 | $4,222-90.0% | $3,631-88.4% | $4,779-91.2% |
| Participant deferral / active EE | $2,263 | $4,682-51.7% | $4,082-44.5% | $5,609-59.6% |
| Admin fee / account holder | $28,783 | $6,674+331.3% | $5,478+425.4% | $10,827+165.8% |