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 7-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 | $14,190 | $76,912-81.6% | $129,110-89.0% | $68,494-79.3% |
| Participation rate | 22.4% | 69.1%-46.7pp | 77.3%-54.8pp | 67.9%-45.5pp |
| Annual return | -20.66% | -9.78%-10.9pp | -10.94%-9.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,062 | $3,243-67.3% | $5,052-79.0% | $2,596-59.1% |
| Participant deferral / active EE | $1,368 | $4,732-71.1% | $6,542-79.1% | $4,027-66.0% |
| Admin fee / account holder | $521 | $6,638-92.2% | $14,302-96.4% | $5,403-90.4% |