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.
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 | $7,108 | $42,383-83.2% | $76,523-90.7% | $64,186-88.9% |
| Participation rate | 33.8% | 58.1%-24.3pp | 68.0%-34.2pp | 69.6%-35.7pp |
| Annual return | -10.06% | -16.54%+6.5pp | -0.27%-9.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $591 | $1,563-62.2% | $2,647-77.7% | $2,381-75.2% |
| Participant deferral / active EE | $404 | $2,566-84.2% | $3,835-89.5% | $3,470-88.3% |
| Admin fee / account holder | $773 | $3,198-75.8% | $4,848-84.1% | $4,888-84.2% |