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 | $4,078 | $63,703-93.6% | $93,063-95.6% | $82,448-95.1% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.1%-1.4pp |
| Annual return | 18.32% | -775.43%+793.7pp | 34.15%-15.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,956 | $2,919+69.8% | $3,958+25.2% | $4,139+19.7% |
| Admin fee / account holder | $1,595 | $5,982-73.3% | $6,033-73.6% | $7,234-78.0% |