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 3-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 | $6,217 | $101,317-93.9% | $146,958-95.8% | $74,495-91.7% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.2%-12.9pp | 67.2%+2.0pp |
| Annual return | 9.41% | 8730.91%-8721.5pp | 418.34%-408.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,081 | $3,810-71.6% | $4,933-78.1% | $2,623-58.8% |
| Participant deferral / active EE | $1,455 | $7,303-80.1% | $8,070-82.0% | $4,346-66.5% |
| Admin fee / account holder | $945 | $1,739-45.7% | $12,998-92.7% | $1,942-51.3% |