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 6-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 | $18,952 | $102,317-81.5% | $146,958-87.1% | $80,856-76.6% |
| Participation rate | 3.4% | 75.8%-72.4pp | 82.2%-78.7pp | 67.6%-64.2pp |
| Annual return | 10.77% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $445 | $6,644-93.3% | $8,070-94.5% | $4,296-89.6% |
| Admin fee / account holder | $3,286 | $7,941-58.6% | $12,998-74.7% | $6,918-52.5% |