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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,881 | $211,958-95.3% | $169,463-94.2% | $135,375-92.7% |
| Participation rate | 43.8% | 82.6%-38.9pp | 77.8%-34.0pp | 82.6%-38.9pp |
| Annual return | -13.22% | 3.26%-16.5pp | 1.83%-15.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $902 | $5,120-82.4% | $4,159-78.3% | $4,779-81.1% |
| Participant deferral / active EE | $929 | $6,075-84.7% | $5,277-82.4% | $5,609-83.4% |
| Admin fee / account holder | $550 | $11,471-95.2% | $9,109-94.0% | $10,827-94.9% |