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 | $8,275 | $76,000-89.1% | $154,107-94.6% | $64,186-87.1% |
| Participation rate | 46.7% | 70.4%-23.7pp | 83.0%-36.4pp | 69.6%-22.9pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $211 | $3,351-93.7% | $5,298-96.0% | $2,381-91.1% |
| Participant deferral / active EE | $909 | $3,175-71.4% | $5,081-82.1% | $3,470-73.8% |
| Admin fee / account holder | $1,434 | $5,596-74.4% | $13,411-89.3% | $4,888-70.7% |