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 7-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 | $20,932 | $93,571-77.6% | $135,903-84.6% | $75,163-72.2% |
| Participation rate | 45.8% | 75.2%-29.4pp | 81.9%-36.1pp | 67.2%-21.4pp |
| Annual return | 14.74% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,130 | $3,537-68.1% | $4,856-76.7% | $2,670-57.7% |
| Participant deferral / active EE | $2,269 | $6,404-64.6% | $7,758-70.8% | $4,125-45.0% |
| Admin fee / account holder | $3,232 | $6,975-53.7% | $10,762-70.0% | $5,651-42.8% |