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 | $23,397 | $86,929-73.1% | $102,423-77.2% | $80,856-71.1% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 3.60% | 18.88%-15.3pp | 29.32%-25.7pp | 35.59%-32.0pp |
| Employer contribution / active EE | $779 | $2,369-67.1% | $3,023-74.2% | $2,755-71.7% |
| Participant deferral / active EE | $1,511 | $4,118-63.3% | $5,053-70.1% | $4,296-64.8% |
| Admin fee / account holder | $3,227 | $8,049-59.9% | $9,451-65.9% | $6,918-53.4% |