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 | $20,174 | $66,098-69.5% | $101,794-80.2% | $74,304-72.8% |
| Participation rate | 15.3% | 53.8%-38.5pp | 69.2%-53.9pp | 60.3%-45.1pp |
| Annual return | 11.48% | 19.59%-8.1pp | 30.53%-19.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $648 | $2,781-76.7% | $4,084-84.1% | $3,767-82.8% |
| Admin fee / account holder | $8,621 | $4,146+108.0% | $8,777-1.8% | $2,969+190.4% |