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.
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 | $3,751 | $42,383-91.1% | $76,523-95.1% | $64,186-94.2% |
| Participation rate | 19.5% | 58.1%-38.7pp | 68.0%-48.5pp | 69.6%-50.1pp |
| Annual return | -10.11% | -16.54%+6.4pp | -0.27%-9.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $335 | $2,566-86.9% | $3,835-91.3% | $3,470-90.3% |
| Admin fee / account holder | $383 | $3,198-88.0% | $4,848-92.1% | $4,888-92.2% |