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 | $14,505 | $72,492-80.0% | $87,100-83.3% | $72,985-80.1% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 12.32% | 24.46%-12.1pp | 28.19%-15.9pp | 81.00%-68.7pp |
| Employer contribution / active EE | $545 | $1,894-71.2% | $2,521-78.4% | $2,440-77.7% |
| Participant deferral / active EE | $1,307 | $3,270-60.0% | $4,049-67.7% | $3,607-63.8% |
| Admin fee / account holder | $687 | $5,055-86.4% | $7,497-90.8% | $5,124-86.6% |