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 | $24,746 | $138,562-82.1% | $246,525-90.0% | $116,875-78.8% |
| Participation rate | 41.0% | 72.8%-31.8pp | 82.0%-40.9pp | 74.5%-33.5pp |
| Annual return | 10.22% | 16.14%-5.9pp | 0.46%+9.8pp | 16.29%-6.1pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,358 | $4,207-67.7% | $5,422-75.0% | $3,885-65.0% |
| Admin fee / account holder | $811 | $18,110-95.5% | $16,551-95.1% | $12,263-93.4% |