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 | $7,470 | $54,350-86.3% | $82,719-91.0% | $68,494-89.1% |
| Participation rate | 67.9% | 63.9%+4.0pp | 72.6%-4.6pp | 67.9%0pp |
| Annual return | -15.21% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,987 | $3,246-38.8% | $4,395-54.8% | $4,027-50.7% |
| Admin fee / account holder | $416 | $4,395-90.5% | $5,329-92.2% | $5,403-92.3% |