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 8-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 | $15,851 | $58,577-72.9% | $83,333-81.0% | $64,186-75.3% |
| Participation rate | 45.7% | 72.0%-26.3pp | 77.8%-32.0pp | 69.6%-23.9pp |
| Annual return | -11.96% | 9.65%-21.6pp | 10.63%-22.6pp | 7.63%-19.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,910 | $4,654-16.0% | $5,565-29.7% | $3,470+12.7% |
| Admin fee / account holder | $1,698 | $9,275-81.7% | $7,510-77.4% | $4,888-65.3% |