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 | $8,686 | $72,277-88.0% | $101,248-91.4% | $79,858-89.1% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | -2.98% | 22.30%-25.3pp | 46.47%-49.5pp | 31.71%-34.7pp |
| Employer contribution / active EE | $692 | $2,692-74.3% | $3,660-81.1% | $2,471-72.0% |
| Participant deferral / active EE | $809 | $3,282-75.4% | $4,370-81.5% | $3,740-78.4% |
| Admin fee / account holder | $3,949 | $4,400-10.3% | $5,945-33.6% | $5,306-25.6% |