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 | $16,597 | $81,900-79.7% | $119,609-86.1% | $68,494-75.8% |
| Participation rate | 9.8% | 71.9%-62.1pp | 79.3%-69.5pp | 67.9%-58.1pp |
| Annual return | -23.15% | -23.82%+0.7pp | -14.97%-8.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $719 | $4,148-82.7% | $5,602-87.2% | $4,027-82.1% |
| Admin fee / account holder | $370 | $6,582-94.4% | $10,323-96.4% | $5,403-93.1% |