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 3-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 | $1,575 | $159,934-99.0% | $147,005-98.9% | $145,959-98.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 6.23% | 98.24%-92.0pp | 418.76%-412.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,127 | $8,427-86.6% | $8,070-86.0% | $6,689-83.1% |
| Admin fee / account holder | $1,088 | $15,053-92.8% | $13,006-91.6% | $13,398-91.9% |