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 | $6,174 | $167,307-96.3% | $143,757-95.7% | $134,475-95.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -13.99% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $8 | $5,619-99.9% | $4,951-99.8% | $4,740-99.8% |
| Participant deferral / active EE | $2,450 | $6,446-62.0% | $5,637-56.5% | $6,400-61.7% |
| Admin fee / account holder | $6,680 | $18,088-63.1% | $14,673-54.5% | $11,426-41.5% |