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 5-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 | $18,188 | $125,758-85.5% | $169,993-89.3% | $75,163-75.8% |
| Participation rate | 39.3% | 83.6%-44.3pp | 87.0%-47.7pp | 67.2%-27.9pp |
| Annual return | 5.96% | 27.20%-21.2pp | 53.37%-47.4pp | 160.62%-154.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,591 | $6,837-47.5% | $10,408-65.5% | $4,125-13.0% |
| Admin fee / account holder | $14,572 | $8,173+78.3% | $12,815+13.7% | $5,651+157.9% |