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 6-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 | $7,358 | $46,674-84.2% | $117,472-93.7% | $68,494-89.3% |
| Participation rate | 19.5% | 56.8%-37.3pp | 70.6%-51.1pp | 67.9%-48.4pp |
| Annual return | -15.14% | -14.52%-0.6pp | 29.74%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $277 | $1,505-81.6% | $4,176-93.4% | $2,596-89.3% |
| Participant deferral / active EE | $1,197 | $2,636-54.6% | $4,070-70.6% | $4,027-70.3% |
| Admin fee / account holder | $2,022 | $4,020-49.7% | $5,645-64.2% | $5,403-62.6% |