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 | $13,331 | $105,856-87.4% | $285,549-95.3% | $116,875-88.6% |
| Participation rate | 32.8% | 68.4%-35.6pp | 83.2%-50.4pp | 74.5%-41.7pp |
| Annual return | 8.90% | 16.47%-7.6pp | 7.15%+1.8pp | 16.29%-7.4pp |
| Employer contribution / active EE | $0 | $2,968-100.0% | $5,022-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $358 | $2,757-87.0% | $4,549-92.1% | $3,885-90.8% |
| Admin fee / account holder | $6,349 | $7,416-14.4% | $13,934-54.4% | $12,263-48.2% |