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 | $5,743 | $32,117-82.1% | $71,086-91.9% | $64,186-91.1% |
| Participation rate | 64.6% | 42.7%+21.9pp | 54.7%+9.9pp | 69.6%-5.0pp |
| Annual return | -8.96% | -5.57%-3.4pp | 650.59%-659.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $777 | $1,263-38.5% | $1,874-58.5% | $3,470-77.6% |
| Admin fee / account holder | $736 | $2,759-73.3% | $3,082-76.1% | $4,888-84.9% |