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 | $13,201 | $95,971-86.2% | $74,550-82.3% | $135,375-90.2% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -11.48% | 56.96%-68.4pp | 32.53%-44.0pp | 519.73%-531.2pp |
| Employer contribution / active EE | $596 | $2,716-78.1% | $1,961-69.6% | $4,779-87.5% |
| Participant deferral / active EE | $750 | $3,843-80.5% | $3,108-75.9% | $5,609-86.6% |
| Admin fee / account holder | $1,155 | $6,522-82.3% | $5,060-77.2% | $10,827-89.3% |