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 | $2,792 | $106,584-97.4% | $101,326-97.2% | $142,382-98.0% |
| Participation rate | 6.7% | 82.7%-76.0pp | 81.5%-74.8pp | 80.1%-73.5pp |
| Annual return | 3.31% | 36.93%-33.6pp | 36.82%-33.5pp | 217.08%-213.8pp |
| Employer contribution / active EE | $209 | $3,956-94.7% | $3,665-94.3% | $4,299-95.1% |
| Participant deferral / active EE | $257 | $8,297-96.9% | $7,994-96.8% | $6,507-96.1% |
| Admin fee / account holder | $44,497 | $11,446+288.8% | $11,185+297.8% | $12,624+252.5% |