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 | $3,422 | $40,256-91.5% | $57,343-94.0% | $59,632-94.3% |
| Participation rate | 53.7% | 69.2%-15.5pp | 75.1%-21.4pp | 68.7%-15.0pp |
| Annual return | -4.31% | 27.49%-31.8pp | 24.39%-28.7pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $707 | $2,399-70.5% | $3,162-77.6% | $3,192-77.8% |
| Admin fee / account holder | $419 | $2,818-85.1% | $3,356-87.5% | $4,297-90.3% |