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 3-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 | $13,366 | $56,199-76.2% | $67,652-80.2% | $59,632-77.6% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -4.71% | 18505.31%-18510.0pp | 6625.04%-6629.8pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,399 | $2,844-50.8% | $3,560-60.7% | $3,192-56.2% |
| Admin fee / account holder | $1,350 | $3,958-65.9% | $4,821-72.0% | $4,297-68.6% |