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 | $15,615 | $65,561-76.2% | $86,188-81.9% | $75,163-79.2% |
| Participation rate | 19.6% | 60.5%-40.8pp | 69.0%-49.3pp | 67.2%-47.5pp |
| Annual return | 12.14% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $283 | $1,553-81.8% | $2,380-88.1% | $2,670-89.4% |
| Participant deferral / active EE | $1,246 | $3,024-58.8% | $3,985-68.7% | $4,125-69.8% |
| Admin fee / account holder | $334 | $5,474-93.9% | $6,852-95.1% | $5,651-94.1% |