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 6-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 | $434 | $105,931-99.6% | $81,930-99.5% | $158,922-99.7% |
| Participation rate | 11.1% | 75.6%-64.5pp | 72.0%-60.9pp | 82.0%-70.8pp |
| Annual return | -112.45% | 38.17%-150.6pp | 29.49%-141.9pp | 302.83%-415.3pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $52 | $13,003-99.6% | $7,107-99.3% | $5,982-99.1% |
| Admin fee / account holder | $369 | $8,489-95.7% | $5,158-92.9% | $11,246-96.7% |