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 | $11,781 | $72,177-83.7% | $115,037-89.8% | $59,632-80.2% |
| Participation rate | 42.5% | 72.6%-30.1pp | 81.4%-38.9pp | 68.7%-26.2pp |
| Annual return | -0.58% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,779 | $4,783-41.9% | $6,026-53.9% | $3,192-12.9% |
| Admin fee / account holder | $1,547 | $4,927-68.6% | $8,175-81.1% | $4,297-64.0% |