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 | $9,122 | $210,408-95.7% | $153,485-94.1% | $145,922-93.7% |
| Participation rate | 20.0% | 82.1%-62.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 7.30% | 13.37%-6.1pp | 15.65%-8.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,552 | $6,048-74.3% | $5,039-69.2% | $4,660-66.7% |
| Participant deferral / active EE | $1,925 | $7,975-75.9% | $6,757-71.5% | $6,688-71.2% |
| Admin fee / account holder | $51,620 | $19,419+165.8% | $12,724+305.7% | $13,397+285.3% |