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 3-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 | $7,684 | $48,230-84.1% | $67,502-88.6% | $80,856-90.5% |
| Participation rate | 33.3% | 66.4%-33.0pp | 72.9%-39.5pp | 67.6%-34.3pp |
| Annual return | 17.03% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $799 | $2,924-72.7% | $4,000-80.0% | $4,296-81.4% |
| Admin fee / account holder | $523 | $3,681-85.8% | $3,998-86.9% | $6,918-92.4% |