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 5-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 | $17,611 | $84,487-79.2% | $125,339-85.9% | $66,914-73.7% |
| Participation rate | 55.6% | 76.4%-20.8pp | 82.4%-26.7pp | 69.8%-14.2pp |
| Annual return | -14.68% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,193 | $6,781+20.8% | $7,446+10.0% | $4,237+93.4% |
| Admin fee / account holder | $3,827 | $685+458.6% | $10,010-61.8% | $593+545.1% |