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 | $14,305 | $81,900-82.5% | $119,609-88.0% | $68,494-79.1% |
| Participation rate | 53.8% | 71.9%-18.0pp | 79.3%-25.4pp | 67.9%-14.0pp |
| Annual return | -17.96% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $664 | $2,693-75.3% | $4,232-84.3% | $2,596-74.4% |
| Participant deferral / active EE | $3,007 | $4,148-27.5% | $5,602-46.3% | $4,027-25.3% |
| Admin fee / account holder | $2,057 | $6,582-68.7% | $10,323-80.1% | $5,403-61.9% |