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 | $10,218 | $49,177-79.2% | $79,464-87.1% | $64,186-84.1% |
| Participation rate | 62.2% | 65.0%-2.9pp | 73.3%-11.2pp | 69.6%-7.4pp |
| Annual return | -22.55% | -1.16%-21.4pp | 718.14%-740.7pp | 7.63%-30.2pp |
| Employer contribution / active EE | $1,528 | $2,076-26.4% | $2,800-45.4% | $2,381-35.8% |
| Participant deferral / active EE | $53 | $2,821-98.1% | $3,704-98.6% | $3,470-98.5% |
| Admin fee / account holder | $595 | $3,839-84.5% | $5,113-88.4% | $4,888-87.8% |