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.
Employer 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 | $25,707 | $209,411-87.7% | $178,490-85.6% | $158,922-83.8% |
| Participation rate | 22.7% | 86.3%-63.6pp | 81.9%-59.2pp | 82.0%-59.2pp |
| Annual return | 1.82% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-301.0pp |
| Employer contribution / active EE | $223 | $5,706-96.1% | $5,011-95.5% | $4,761-95.3% |
| Participant deferral / active EE | $2,529 | $5,954-57.5% | $5,202-51.4% | $5,982-57.7% |
| Admin fee / account holder | $19,448 | $17,074+13.9% | $13,984+39.1% | $11,246+72.9% |