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 | $14,691 | $52,519-72.0% | $155,790-90.6% | $59,632-75.4% |
| Participation rate | 63.8% | 61.7%+2.1pp | 76.1%-12.3pp | 68.7%-4.8pp |
| Annual return | -0.71% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $127 | $1,589-92.0% | $3,836-96.7% | $2,203-94.3% |
| Participant deferral / active EE | $1,266 | $3,084-59.0% | $4,797-73.6% | $3,192-60.3% |
| Admin fee / account holder | $324 | $3,540-90.8% | $7,478-95.7% | $4,297-92.5% |