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.
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 | $9,716 | $140,588-93.1% | $123,104-92.1% | $125,391-92.3% |
| Participation rate | 69.2% | 88.2%-19.0pp | 86.8%-17.5pp | 83.2%-14.0pp |
| Annual return | -4.53% | 16.80%-21.3pp | 13.22%-17.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,178 | $6,041-80.5% | $5,151-77.1% | $4,866-75.8% |
| Participant deferral / active EE | $2,487 | $6,980-64.4% | $6,230-60.1% | $5,352-53.5% |
| Admin fee / account holder | $773 | $11,198-93.1% | $9,015-91.4% | $9,540-91.9% |