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 | $13,673 | $171,865-92.0% | $149,718-90.9% | $147,584-90.7% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 2.44% | 2113.22%-2110.8pp | 1501.63%-1499.2pp | 578.55%-576.1pp |
| Employer contribution / active EE | $2,130 | $6,275-66.1% | $5,445-60.9% | $4,876-56.3% |
| Participant deferral / active EE | $363 | $7,271-95.0% | $6,569-94.5% | $5,439-93.3% |
| Admin fee / account holder | $20,554 | $13,799+48.9% | $11,283+82.2% | $10,885+88.8% |