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 | $9,477 | $85,790-89.0% | $67,313-85.9% | $135,375-93.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.20% | -0.54%-5.7pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $312 | $3,487-91.0% | $2,566-87.8% | $4,779-93.5% |
| Participant deferral / active EE | $1,299 | $4,651-72.1% | $3,568-63.6% | $5,609-76.8% |
| Admin fee / account holder | $426 | $6,392-93.3% | $4,507-90.5% | $10,827-96.1% |