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 | $12,914 | $73,933-82.5% | $96,683-86.6% | $75,163-82.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 74.3%-54.3pp | 67.2%-47.2pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $656 | $2,928-77.6% | $3,737-82.5% | $2,670-75.4% |
| Participant deferral / active EE | $1,869 | $3,659-48.9% | $4,878-61.7% | $4,125-54.7% |
| Admin fee / account holder | $318 | $5,216-93.9% | $6,730-95.3% | $5,651-94.4% |