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 7-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.
Participant 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 | $3,971 | $64,707-93.9% | $112,228-96.5% | $68,494-94.2% |
| Participation rate | 19.5% | 67.2%-47.6pp | 75.1%-55.5pp | 67.9%-48.4pp |
| Annual return | -19.49% | -11.40%-8.1pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $408 | $3,565-88.5% | $4,728-91.4% | $4,027-89.9% |
| Admin fee / account holder | $538 | $5,232-89.7% | $6,410-91.6% | $5,403-90.0% |