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 | $27,947 | $99,957-72.0% | $149,696-81.3% | $73,488-62.0% |
| Participation rate | 33.0% | 75.7%-42.7pp | 82.5%-49.5pp | 70.7%-37.7pp |
| Annual return | 12.53% | 53.87%-41.3pp | 276.60%-264.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $743 | $3,191-76.7% | $4,644-84.0% | $2,270-67.3% |
| Participant deferral / active EE | $1,198 | $6,073-80.3% | $6,842-82.5% | $3,740-68.0% |
| Admin fee / account holder | $965 | $551+75.2% | $9,309-89.6% | $513+88.1% |