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 | $21,325 | $102,317-79.2% | $146,958-85.5% | $80,856-73.6% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 10.67% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,208 | $3,713-40.5% | $4,933-55.2% | $2,755-19.9% |
| Participant deferral / active EE | $2,526 | $6,644-62.0% | $8,070-68.7% | $4,296-41.2% |
| Admin fee / account holder | $4,730 | $7,941-40.4% | $12,998-63.6% | $6,918-31.6% |