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 6-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 | $9,980 | $110,094-90.9% | $151,611-93.4% | $68,494-85.4% |
| Participation rate | 37.9% | 84.0%-46.0pp | 87.5%-49.6pp | 67.9%-30.0pp |
| Annual return | -24.44% | -10.12%-14.3pp | 3.33%-27.8pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,874 | $6,527-71.3% | $8,363-77.6% | $4,027-53.5% |
| Admin fee / account holder | $1,893 | $7,719-75.5% | $11,616-83.7% | $5,403-65.0% |