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 9-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 | $9,948 | $57,354-82.7% | $83,848-88.1% | $64,186-84.5% |
| Participation rate | 44.4% | 68.6%-24.2pp | 76.1%-31.7pp | 69.6%-25.1pp |
| Annual return | -11.18% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $380 | $2,545-85.1% | $3,631-89.5% | $2,381-84.1% |
| Participant deferral / active EE | $1,304 | $2,993-56.4% | $4,082-68.1% | $3,470-62.4% |
| Admin fee / account holder | $656 | $4,046-83.8% | $5,478-88.0% | $4,888-86.6% |