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 | $15,537 | $59,332-73.8% | $90,223-82.8% | $59,632-73.9% |
| Participation rate | 15.2% | 71.9%-56.7pp | 79.0%-63.8pp | 68.7%-53.5pp |
| Annual return | -4.89% | 3.25%-8.1pp | 1.31%-6.2pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $388 | $4,369-91.1% | $5,792-93.3% | $3,192-87.9% |
| Admin fee / account holder | $673 | $5,032-86.6% | $7,406-90.9% | $4,297-84.3% |