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 5-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 | $15,320 | $92,222-83.4% | $76,768-80.0% | $135,375-88.7% |
| Participation rate | 31.6% | 79.8%-48.2pp | 77.0%-45.4pp | 82.6%-51.1pp |
| Annual return | -9.98% | 5.46%-15.4pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $716 | $3,216-77.7% | $2,485-71.2% | $4,779-85.0% |
| Participant deferral / active EE | $1,226 | $4,509-72.8% | $3,852-68.2% | $5,609-78.1% |
| Admin fee / account holder | $731 | $10,748-93.2% | $6,675-89.0% | $10,827-93.2% |