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.
Employer 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 | $17,026 | $58,828-71.1% | $77,999-78.2% | $62,891-72.9% |
| Participation rate | 68.8% | 71.1%-2.2pp | 75.5%-6.7pp | 69.3%-0.5pp |
| Annual return | 4.61% | 17.16%-12.5pp | 425.96%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $229 | $1,672-86.3% | $2,470-90.7% | $2,281-90.0% |
| Participant deferral / active EE | $1,211 | $2,686-54.9% | $3,497-65.4% | $3,203-62.2% |
| Admin fee / account holder | $451 | $4,393-89.7% | $5,480-91.8% | $4,296-89.5% |