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 | $7,772 | $165,335-95.3% | $149,696-94.8% | $158,922-95.1% |
| Participation rate | 18.8% | 84.6%-65.8pp | 82.5%-63.7pp | 82.0%-63.2pp |
| Annual return | -26.73% | 348.15%-374.9pp | 276.60%-303.3pp | 302.83%-329.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $879 | $7,181-87.8% | $6,842-87.2% | $5,982-85.3% |
| Admin fee / account holder | $2,172 | $10,807-79.9% | $9,309-76.7% | $11,246-80.7% |