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 | $10,929 | $85,766-87.3% | $136,294-92.0% | $70,131-84.4% |
| Participation rate | 57.5% | 74.2%-16.7pp | 81.9%-24.4pp | 69.5%-12.0pp |
| Annual return | 7.62% | 31.45%-23.8pp | 5155.94%-5148.3pp | 73.14%-65.5pp |
| Employer contribution / active EE | $1,111 | $2,966-62.5% | $4,695-76.3% | $2,342-52.6% |
| Participant deferral / active EE | $2,010 | $5,051-60.2% | $6,247-67.8% | $3,332-39.7% |
| Admin fee / account holder | $11,895 | $5,420+119.4% | $9,243+28.7% | $4,645+156.1% |