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 | $6,371 | $76,000-91.6% | $154,107-95.9% | $64,186-90.1% |
| Participation rate | 54.4% | 70.4%-16.0pp | 83.0%-28.7pp | 69.6%-15.2pp |
| Annual return | -24.34% | 30.32%-54.7pp | 735.12%-759.5pp | 7.63%-32.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,864 | $3,175-41.3% | $5,081-63.3% | $3,470-46.3% |
| Admin fee / account holder | $542 | $5,596-90.3% | $13,411-96.0% | $4,888-88.9% |