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 7-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.)
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 | $5,373 | $59,839-91.0% | $81,983-93.4% | $79,858-93.3% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.2%-11.6pp | 69.6%-11.9pp |
| Annual return | 4.54% | 17.56%-13.0pp | 41.31%-36.8pp | 31.71%-27.2pp |
| Employer contribution / active EE | $221 | $1,713-87.1% | $2,498-91.2% | $2,471-91.1% |
| Participant deferral / active EE | $1,270 | $2,695-52.9% | $3,722-65.9% | $3,740-66.1% |
| Admin fee / account holder | $17,037 | $4,287+297.4% | $5,664+200.8% | $5,306+221.1% |