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 4-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 | $4,660 | $102,245-95.4% | $89,340-94.8% | $137,256-96.6% |
| Participation rate | 16.7% | 74.9%-58.2pp | 69.6%-52.9pp | 80.0%-63.3pp |
| Annual return | 2.43% | 21.89%-19.5pp | 20.57%-18.1pp | 220.34%-217.9pp |
| Employer contribution / active EE | $249 | $2,529-90.2% | $2,231-88.8% | $4,156-94.0% |
| Participant deferral / active EE | $370 | $4,436-91.7% | $3,823-90.3% | $6,407-94.2% |
| Admin fee / account holder | $3,679 | $8,085-54.5% | $6,704-45.1% | $12,270-70.0% |