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 | $23,961 | $81,900-70.7% | $119,609-80.0% | $68,494-65.0% |
| Participation rate | 32.9% | 71.9%-39.0pp | 79.3%-46.4pp | 67.9%-35.0pp |
| Annual return | -13.88% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,881 | $4,148-54.6% | $5,602-66.4% | $4,027-53.3% |
| Admin fee / account holder | $5,746 | $6,582-12.7% | $10,323-44.3% | $5,403+6.4% |