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 | $27,992 | $94,625-70.4% | $116,228-75.9% | $84,808-67.0% |
| Participation rate | 12.5% | 70.4%-57.9pp | 74.6%-62.1pp | 68.3%-55.8pp |
| Annual return | 11.78% | 20.40%-8.6pp | 90.06%-78.3pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $451 | $3,972-88.6% | $4,953-90.9% | $4,212-89.3% |
| Admin fee / account holder | $648 | $10,091-93.6% | $11,989-94.6% | $7,344-91.2% |