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 | $12,959 | $73,004-82.2% | $90,749-85.7% | $68,494-81.1% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -20.01% | -13.81%-6.2pp | -12.16%-7.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $887 | $2,193-59.6% | $2,921-69.6% | $2,596-65.8% |
| Participant deferral / active EE | $1,052 | $3,627-71.0% | $4,564-76.9% | $4,027-73.9% |
| Admin fee / account holder | $1,162 | $5,896-80.3% | $8,445-86.2% | $5,403-78.5% |