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 8-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 | $6,575 | $63,861-89.7% | $104,607-93.7% | $79,858-91.8% |
| Participation rate | 21.0% | 64.9%-44.0pp | 74.1%-53.1pp | 69.6%-48.7pp |
| Annual return | 7.58% | 21.30%-13.7pp | 340.46%-332.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $266 | $1,588-83.3% | $2,681-90.1% | $2,471-89.2% |
| Participant deferral / active EE | $418 | $2,693-84.5% | $3,740-88.8% | $3,740-88.8% |
| Admin fee / account holder | $2,045 | $4,185-51.1% | $6,473-68.4% | $5,306-61.5% |