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 5-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 | $3,848 | $142,344-97.3% | $119,609-96.8% | $134,475-97.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -7.34% | -12.44%+5.1pp | -14.97%+7.6pp | 417.96%-425.3pp |
| Employer contribution / active EE | $172 | $5,222-96.7% | $4,232-95.9% | $4,740-96.4% |
| Participant deferral / active EE | $11,643 | $6,469+80.0% | $5,602+107.8% | $6,400+81.9% |
| Admin fee / account holder | $172,074 | $13,584+1166.7% | $10,323+1566.8% | $11,426+1406.0% |