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 | $29,259 | $82,978-64.7% | $129,995-77.5% | $71,457-59.1% |
| Participation rate | 28.3% | 74.1%-45.8pp | 78.5%-50.2pp | 67.9%-39.6pp |
| Annual return | 13.91% | 20.60%-6.7pp | -137.18%+151.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,419 | $4,432-68.0% | $5,820-75.6% | $4,289-66.9% |
| Admin fee / account holder | $1,480 | $1,729-14.4% | $10,614-86.1% | $1,587-6.7% |