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 | $31,661 | $95,803-67.0% | $113,168-72.0% | $84,808-62.7% |
| Participation rate | 36.0% | 72.9%-36.9pp | 76.6%-40.6pp | 68.3%-32.3pp |
| Annual return | 11.64% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $595 | $4,242-86.0% | $5,107-88.3% | $4,212-85.9% |
| Admin fee / account holder | $8,040 | $8,989-10.6% | $12,068-33.4% | $7,344+9.5% |