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 | $10,853 | $87,733-87.6% | $106,548-89.8% | $85,850-87.4% |
| Participation rate | 67.2% | 71.9%-4.7pp | 76.1%-8.9pp | 69.3%-2.1pp |
| Annual return | 9.59% | 21.86%-12.3pp | 26.80%-17.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $536 | $3,469-84.6% | $4,398-87.8% | $3,952-86.4% |
| Admin fee / account holder | $926 | $6,767-86.3% | $7,407-87.5% | $6,260-85.2% |