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 4-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 | $17,654 | $165,984-89.4% | $164,813-89.3% | $145,922-87.9% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | -12.06% | 100.03%-112.1pp | 69.93%-82.0pp | 561.29%-573.3pp |
| Employer contribution / active EE | $1,560 | $5,273-70.4% | $4,341-64.1% | $4,660-66.5% |
| Participant deferral / active EE | $1,620 | $6,959-76.7% | $6,031-73.1% | $6,688-75.8% |
| Admin fee / account holder | $3,807 | $16,648-77.1% | $12,690-70.0% | $13,397-71.6% |