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 | $6,574 | $35,183-81.3% | $73,545-91.1% | $70,131-90.6% |
| Participation rate | 41.5% | 42.9%-1.5pp | 54.9%-13.5pp | 69.5%-28.1pp |
| Annual return | 17.96% | 26.90%-8.9pp | -15.16%+33.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $558 | $1,220-54.3% | $1,806-69.1% | $3,332-83.3% |
| Admin fee / account holder | $304 | $2,302-86.8% | $2,320-86.9% | $4,645-93.4% |