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 5-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 | $9,011 | $88,672-89.8% | $105,223-91.4% | $82,448-89.1% |
| Participation rate | 27.5% | 67.9%-40.4pp | 75.0%-47.5pp | 68.1%-40.6pp |
| Annual return | 5.58% | 30.86%-25.3pp | 180.65%-175.1pp | 41.64%-36.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $93 | $4,036-97.7% | $5,072-98.2% | $4,139-97.8% |
| Admin fee / account holder | $2,284 | $7,146-68.0% | $8,859-74.2% | $7,234-68.4% |