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 | $14,583 | $140,588-89.6% | $123,104-88.2% | $125,391-88.4% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | -5.74% | 16.80%-22.5pp | 13.22%-19.0pp | 282.22%-288.0pp |
| Employer contribution / active EE | $1,083 | $6,041-82.1% | $5,151-79.0% | $4,866-77.8% |
| Participant deferral / active EE | $3,525 | $6,980-49.5% | $6,230-43.4% | $5,352-34.1% |
| Admin fee / account holder | $331 | $11,198-97.0% | $9,015-96.3% | $9,540-96.5% |