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 | $26,374 | $171,865-84.7% | $149,718-82.4% | $147,584-82.1% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 6.45% | 2113.22%-2106.8pp | 1501.63%-1495.2pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,764 | $6,275-71.9% | $5,445-67.6% | $4,876-63.8% |
| Participant deferral / active EE | $2,311 | $7,271-68.2% | $6,569-64.8% | $5,439-57.5% |
| Admin fee / account holder | $10,596 | $13,799-23.2% | $11,283-6.1% | $10,885-2.7% |