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 | $2,000 | $81,248-97.5% | $155,509-98.7% | $80,856-97.5% |
| Participation rate | 5.1% | 66.2%-61.1pp | 78.2%-73.1pp | 67.6%-62.5pp |
| Annual return | 9.12% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $77 | $3,452-97.8% | $5,626-98.6% | $4,296-98.2% |
| Admin fee / account holder | $678 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |