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 | $21,792 | $98,750-77.9% | $149,696-85.4% | $79,858-72.7% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.6%-21.6pp |
| Annual return | 9.11% | 27.43%-18.3pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $751 | $3,216-76.6% | $4,644-83.8% | $2,471-69.6% |
| Participant deferral / active EE | $2,062 | $5,680-63.7% | $6,842-69.9% | $3,740-44.9% |
| Admin fee / account holder | $758 | $6,053-87.5% | $9,309-91.9% | $5,306-85.7% |