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 | $10,525 | $78,694-86.6% | $67,652-84.4% | $125,391-91.6% |
| Participation rate | 28.6% | 78.8%-50.2pp | 75.7%-47.1pp | 83.2%-54.6pp |
| Annual return | -3.33% | 9.46%-12.8pp | 6625.04%-6628.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,656 | $4,292-38.1% | $3,560-25.4% | $5,352-50.4% |
| Admin fee / account holder | $8,380 | $7,403+13.2% | $4,821+73.8% | $9,540-12.2% |