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 8-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 | $8,213 | $100,970-91.9% | $96,576-91.5% | $137,256-94.0% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 10.64% | 38.16%-27.5pp | 38.47%-27.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $183 | $3,809-95.2% | $3,553-94.9% | $4,156-95.6% |
| Participant deferral / active EE | $244 | $8,286-97.1% | $7,956-96.9% | $6,407-96.2% |
| Admin fee / account holder | $10,450 | $11,312-7.6% | $11,381-8.2% | $12,270-14.8% |