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 | $10,033 | $43,327-76.8% | $59,878-83.2% | $64,186-84.4% |
| Participation rate | 58.3% | 69.2%-10.8pp | 74.7%-16.4pp | 69.6%-11.2pp |
| Annual return | -2.32% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $297 | $2,028-85.4% | $2,722-89.1% | $2,381-87.5% |
| Participant deferral / active EE | $1,167 | $2,546-54.2% | $3,402-65.7% | $3,470-66.4% |
| Admin fee / account holder | $16,343 | $3,005+443.8% | $3,590+355.2% | $4,888+234.3% |