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 | $1,528 | $37,426-95.9% | $77,482-98.0% | $79,858-98.1% |
| Participation rate | 32.6% | 41.5%-8.9pp | 54.2%-21.6pp | 69.6%-37.1pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $31 | $637-95.1% | $986-96.8% | $2,471-98.7% |
| Participant deferral / active EE | $348 | $1,260-72.4% | $1,861-81.3% | $3,740-90.7% |
| Admin fee / account holder | $370 | $2,504-85.2% | $2,858-87.0% | $5,306-93.0% |