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 6-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 | $10,709 | $56,357-81.0% | $104,294-89.7% | $68,494-84.4% |
| Participation rate | 63.9% | 63.3%+0.6pp | 73.3%-9.4pp | 67.9%-4.0pp |
| Annual return | -16.61% | -9.19%-7.4pp | 24.61%-41.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $162 | $1,960-91.7% | $3,372-95.2% | $2,596-93.8% |
| Participant deferral / active EE | $3,269 | $3,077+6.2% | $4,625-29.3% | $4,027-18.8% |
| Admin fee / account holder | $733 | $4,903-85.0% | $7,339-90.0% | $5,403-86.4% |