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 7-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 | $4,767 | $60,124-92.1% | $90,404-94.7% | $79,858-94.0% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.2pp |
| Annual return | 0.87% | 71.94%-71.1pp | 1293.02%-1292.1pp | 31.71%-30.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,071 | $2,938-63.5% | $3,963-73.0% | $3,740-71.4% |
| Admin fee / account holder | $642 | $3,976-83.9% | $5,611-88.6% | $5,306-87.9% |