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 | $15,064 | $73,004-79.4% | $90,749-83.4% | $68,494-78.0% |
| Participation rate | 56.5% | 70.8%-14.3pp | 75.7%-19.2pp | 67.9%-11.4pp |
| Annual return | -17.94% | -13.81%-4.1pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $208 | $2,193-90.5% | $2,921-92.9% | $2,596-92.0% |
| Participant deferral / active EE | $2,870 | $3,627-20.9% | $4,564-37.1% | $4,027-28.7% |
| Admin fee / account holder | $3,031 | $5,896-48.6% | $8,445-64.1% | $5,403-43.9% |