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 | $11,544 | $76,000-84.8% | $154,107-92.5% | $64,186-82.0% |
| Participation rate | 59.7% | 70.4%-10.7pp | 83.0%-23.3pp | 69.6%-9.8pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $269 | $3,351-92.0% | $5,298-94.9% | $2,381-88.7% |
| Participant deferral / active EE | $1,494 | $3,175-52.9% | $5,081-70.6% | $3,470-56.9% |
| Admin fee / account holder | $938 | $5,596-83.2% | $13,411-93.0% | $4,888-80.8% |