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 | $4,247 | $43,327-90.2% | $59,878-92.9% | $64,186-93.4% |
| Participation rate | 20.0% | 69.2%-49.2pp | 74.7%-54.7pp | 69.6%-49.6pp |
| Annual return | -10.07% | -1.55%-8.5pp | 3.46%-13.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $273 | $2,546-89.3% | $3,402-92.0% | $3,470-92.1% |
| Admin fee / account holder | $593 | $3,005-80.3% | $3,590-83.5% | $4,888-87.9% |