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 8-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 | $2,801 | $153,311-98.2% | $109,313-97.4% | $273,961-99.0% |
| Participation rate | 10.0% | 80.1%-70.1pp | 71.3%-61.3pp | 83.0%-73.0pp |
| Annual return | -1.95% | 29.86%-31.8pp | 22.07%-24.0pp | 41.45%-43.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $825 | $3,932-79.0% | $3,166-74.0% | $5,287-84.4% |
| Admin fee / account holder | $9,091 | $8,076+12.6% | $5,666+60.4% | $10,132-10.3% |