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 | $8,220 | $135,952-94.0% | $123,892-93.4% | $273,961-97.0% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | -1.34% | 56.63%-58.0pp | 47.52%-48.9pp | 41.45%-42.8pp |
| Employer contribution / active EE | $912 | $5,170-82.4% | $4,617-80.3% | $4,869-81.3% |
| Participant deferral / active EE | $1,410 | $6,343-77.8% | $5,984-76.4% | $5,287-73.3% |
| Admin fee / account holder | $12,295 | $9,817+25.2% | $8,357+47.1% | $10,132+21.3% |