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 | $16,659 | $79,449-79.0% | $189,557-91.2% | $85,850-80.6% |
| Participation rate | 34.4% | 66.0%-31.6pp | 78.4%-44.1pp | 69.3%-34.9pp |
| Annual return | 11.35% | 18.45%-7.1pp | 64.17%-52.8pp | 318.53%-307.2pp |
| Employer contribution / active EE | $726 | $2,081-65.1% | $4,412-83.5% | $2,565-71.7% |
| Participant deferral / active EE | $1,284 | $4,051-68.3% | $6,174-79.2% | $3,952-67.5% |
| Admin fee / account holder | $1,279 | $5,377-76.2% | $9,807-87.0% | $6,260-79.6% |