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 9-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 | $6,954 | $83,477-91.7% | $125,175-94.4% | $72,985-90.5% |
| Participation rate | 5.4% | 73.3%-67.9pp | 79.8%-74.4pp | 69.5%-64.1pp |
| Annual return | 8.50% | 25.78%-17.3pp | 43.79%-35.3pp | 81.00%-72.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $71 | $3,585-98.0% | $4,937-98.6% | $3,607-98.0% |
| Admin fee / account holder | $1,039 | $5,517-81.2% | $9,702-89.3% | $5,124-79.7% |