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 | $11,350 | $44,873-74.7% | $79,464-85.7% | $56,287-79.8% |
| Participation rate | 52.1% | 68.7%-16.7pp | 73.3%-21.3pp | 69.9%-17.8pp |
| Annual return | -6.73% | 0.81%-7.5pp | 718.14%-724.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $35 | $2,140-98.4% | $2,800-98.8% | $2,111-98.3% |
| Participant deferral / active EE | $1,058 | $2,746-61.5% | $3,704-71.4% | $3,350-68.4% |
| Admin fee / account holder | $947 | $418+126.3% | $5,113-81.5% | $521+81.8% |