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 | $11,352 | $133,958-91.5% | $112,228-89.9% | $134,475-91.6% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -11.97% | 47.11%-59.1pp | 27.45%-39.4pp | 417.96%-429.9pp |
| Employer contribution / active EE | $410 | $4,038-89.9% | $3,635-88.7% | $4,740-91.4% |
| Participant deferral / active EE | $1,639 | $5,291-69.0% | $4,728-65.3% | $6,400-74.4% |
| Admin fee / account holder | $4,624 | $7,489-38.2% | $6,410-27.9% | $11,426-59.5% |