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 | $6,689 | $131,829-94.9% | $108,579-93.8% | $273,961-97.6% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.6%-32.2pp | 83.0%-35.6pp |
| Annual return | 2.67% | -91.57%+94.2pp | -51.70%+54.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,694 | $5,127-67.0% | $4,311-60.7% | $5,287-68.0% |
| Admin fee / account holder | $5,030 | $10,252-50.9% | $7,645-34.2% | $10,132-50.4% |