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 5-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 | $757 | $95,862-99.2% | $79,550-99.0% | $134,475-99.4% |
| Participation rate | 55.0% | 75.0%-20.0pp | 69.5%-14.5pp | 81.2%-26.2pp |
| Annual return | -111.69% | -2.69%-109.0pp | 0.16%-111.9pp | 417.96%-529.7pp |
| Employer contribution / active EE | $569 | $3,128-81.8% | $2,413-76.4% | $4,740-88.0% |
| Participant deferral / active EE | $208 | $4,693-95.6% | $3,985-94.8% | $6,400-96.7% |
| Admin fee / account holder | $1,304 | $9,126-85.7% | $6,832-80.9% | $11,426-88.6% |