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 | $23,393 | $140,588-83.4% | $123,104-81.0% | $125,391-81.3% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | -29.60% | 16.80%-46.4pp | 13.22%-42.8pp | 282.22%-311.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,302 | $6,980-67.0% | $6,230-63.1% | $5,352-57.0% |
| Admin fee / account holder | $8,623 | $11,198-23.0% | $9,015-4.3% | $9,540-9.6% |