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 | $38,852 | $139,421-72.1% | $239,577-83.8% | $116,462-66.6% |
| Participation rate | 59.3% | 75.0%-15.7pp | 82.1%-22.8pp | 74.7%-15.4pp |
| Annual return | 10.67% | 15.58%-4.9pp | -0.70%+11.4pp | 15.65%-5.0pp |
| Employer contribution / active EE | $0 | $4,487-100.0% | $7,232-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $1,548 | $4,296-64.0% | $5,676-72.7% | $3,836-59.6% |
| Admin fee / account holder | $5,660 | $21,515-73.7% | $19,315-70.7% | $12,754-55.6% |