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 7-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 | $10,500 | $177,572-94.1% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 7.7% | 82.1%-74.4pp | 78.1%-70.4pp | 80.1%-72.4pp |
| Annual return | 8.63% | 65.07%-56.4pp | 58.88%-50.3pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,956 | $4,810-38.5% | $4,305-31.3% | $4,299-31.2% |
| Participant deferral / active EE | $406 | $6,272-93.5% | $5,540-92.7% | $6,507-93.8% |
| Admin fee / account holder | $32,961 | $16,786+96.4% | $14,329+130.0% | $12,624+161.1% |