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 3-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.
Employer 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 | $5,936 | $123,982-95.2% | $69,701-91.5% | $145,959-95.9% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.4%-66.4pp | 80.3%-80.3pp |
| Annual return | -15.37% | 191.01%-206.4pp | 100.32%-115.7pp | 561.95%-577.3pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,727 | $4,236-59.2% | $2,887-40.2% | $6,689-74.2% |
| Admin fee / account holder | $10,594 | $7,867+34.7% | $4,717+124.6% | $13,398-20.9% |