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 | $13,972 | $57,354-75.6% | $83,848-83.3% | $64,186-78.2% |
| Participation rate | 54.4% | 68.6%-14.2pp | 76.1%-21.8pp | 69.6%-15.2pp |
| Annual return | -0.14% | 11.38%-11.5pp | 850.88%-851.0pp | 7.63%-7.8pp |
| Employer contribution / active EE | $468 | $2,545-81.6% | $3,631-87.1% | $2,381-80.4% |
| Participant deferral / active EE | $1,348 | $2,993-55.0% | $4,082-67.0% | $3,470-61.1% |
| Admin fee / account holder | $1,010 | $4,046-75.0% | $5,478-81.6% | $4,888-79.3% |