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 | $8,077 | $53,822-85.0% | $75,696-89.3% | $85,850-90.6% |
| Participation rate | 55.2% | 69.1%-13.9pp | 74.8%-19.7pp | 69.3%-14.1pp |
| Annual return | 12.24% | 24.54%-12.3pp | 104.53%-92.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $353 | $2,895-87.8% | $3,821-90.8% | $3,952-91.1% |
| Admin fee / account holder | $320 | $3,343-90.4% | $3,619-91.2% | $6,260-94.9% |