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 | $2,309 | $62,573-96.3% | $85,682-97.3% | $85,850-97.3% |
| Participation rate | 6.9% | 61.1%-54.2pp | 69.9%-63.0pp | 69.3%-62.4pp |
| Annual return | -2.40% | 23.77%-26.2pp | 21.49%-23.9pp | 318.53%-320.9pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $51 | $2,802-98.2% | $3,923-98.7% | $3,952-98.7% |
| Admin fee / account holder | $3,455 | $4,640-25.5% | $6,873-49.7% | $6,260-44.8% |