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 4-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 | $6,707 | $163,676-95.9% | $68,791-90.3% | - |
| Participation rate | 63.6% | 66.2%-2.6pp | 69.0%-5.4pp | - |
| Annual return | 0.00% | -11.88%+11.9pp | -6.38%+6.4pp | - |
| Employer contribution / active EE | $1,273 | $2,304-44.8% | $2,655-52.1% | - |
| Participant deferral / active EE | $3,534 | $3,975-11.1% | $3,941-10.3% | - |
| Admin fee / account holder | $326 | $34,290-99.0% | $4,932-93.4% | - |