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 | $8,196 | $87,540-90.6% | $75,781-89.2% | $125,391-93.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.84% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $387 | $3,930-90.2% | $3,323-88.4% | $4,866-92.1% |
| Participant deferral / active EE | $1,420 | $4,229-66.4% | $3,651-61.1% | $5,352-73.5% |
| Admin fee / account holder | $734 | $6,502-88.7% | $5,299-86.1% | $9,540-92.3% |