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 | $20,441 | $78,672-74.0% | $109,143-81.3% | $85,850-76.2% |
| Participation rate | 57.9% | 68.3%-10.4pp | 75.9%-18.0pp | 69.3%-11.4pp |
| Annual return | 9.67% | 25.09%-15.4pp | 25.75%-16.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $4,673 | $2,735+70.9% | $3,722+25.6% | $2,565+82.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,337 | $5,469-20.7% | $6,752-35.8% | $6,260-30.7% |