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 | $24,350 | $72,404-66.4% | $110,238-77.9% | $64,186-62.1% |
| Participation rate | 37.9% | 73.3%-35.4pp | 79.8%-41.9pp | 69.6%-31.7pp |
| Annual return | -16.91% | -6.29%-10.6pp | 314.74%-331.7pp | 7.63%-24.5pp |
| Employer contribution / active EE | $195 | $2,282-91.5% | $3,826-94.9% | $2,381-91.8% |
| Participant deferral / active EE | $2,520 | $3,469-27.4% | $4,672-46.1% | $3,470-27.4% |
| Admin fee / account holder | $2,078 | $5,664-63.3% | $8,547-75.7% | $4,888-57.5% |