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 | $28,218 | $95,803-70.5% | $113,168-75.1% | $84,808-66.7% |
| Participation rate | 51.6% | 72.9%-21.3pp | 76.6%-25.0pp | 68.3%-16.7pp |
| Annual return | 9.23% | 25.00%-15.8pp | 24.27%-15.0pp | 40.90%-31.7pp |
| Employer contribution / active EE | $754 | $2,360-68.0% | $2,975-74.6% | $2,631-71.3% |
| Participant deferral / active EE | $980 | $4,242-76.9% | $5,107-80.8% | $4,212-76.7% |
| Admin fee / account holder | $3,082 | $8,989-65.7% | $12,068-74.5% | $7,344-58.0% |