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.
Employer 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 | $13,492 | $62,586-78.4% | $76,768-82.4% | $64,186-79.0% |
| Participation rate | 35.6% | 72.8%-37.2pp | 77.0%-41.4pp | 69.6%-34.0pp |
| Annual return | -9.50% | -1.95%-7.6pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,580 | $3,145-49.8% | $3,852-59.0% | $3,470-54.5% |
| Admin fee / account holder | $4,499 | $4,667-3.6% | $6,675-32.6% | $4,888-8.0% |