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 | $6,921 | $93,071-92.6% | $74,583-90.7% | $273,961-97.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 0.47% | 26.18%-25.7pp | 20.47%-20.0pp | 41.45%-41.0pp |
| Employer contribution / active EE | $408 | $3,160-87.1% | $2,525-83.9% | $4,869-91.6% |
| Participant deferral / active EE | $408 | $4,160-90.2% | $3,458-88.2% | $5,287-92.3% |
| Admin fee / account holder | $2,882 | $5,272-45.3% | $4,138-30.3% | $10,132-71.6% |