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 | $2,278 | $158,817-98.6% | $121,196-98.1% | $135,375-98.3% |
| Participation rate | 21.4% | 79.3%-57.9pp | 71.7%-50.3pp | 82.6%-61.2pp |
| Annual return | -6.20% | -0.64%-5.6pp | 16.93%-23.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $59 | $4,005-98.5% | $3,344-98.3% | $5,609-99.0% |
| Admin fee / account holder | $622 | $6,512-90.4% | $5,019-87.6% | $10,827-94.3% |