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 9-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 | $13,031 | $37,134-64.9% | $100,671-87.1% | $52,331-75.1% |
| Participation rate | 64.4% | 57.7%+6.7pp | 70.7%-6.4pp | 68.1%-3.7pp |
| Annual return | -0.56% | 0.10%-0.7pp | 20.43%-21.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $169 | $1,187-85.8% | $4,012-95.8% | $1,882-91.0% |
| Participant deferral / active EE | $1,124 | $2,163-48.0% | $3,144-64.2% | $3,022-62.8% |
| Admin fee / account holder | $870 | $467+86.4% | $4,850-82.1% | $592+47.1% |