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 9-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 | $13,695 | $78,485-82.6% | $106,213-87.1% | $74,495-81.6% |
| Participation rate | 37.8% | 72.8%-35.0pp | 75.3%-37.5pp | 67.2%-29.4pp |
| Annual return | 4.60% | 15.95%-11.3pp | 116.14%-111.5pp | 1364.94%-1360.3pp |
| Employer contribution / active EE | $932 | $2,523-63.1% | $3,171-70.6% | $2,623-64.5% |
| Participant deferral / active EE | $1,859 | $4,322-57.0% | $5,016-62.9% | $4,346-57.2% |
| Admin fee / account holder | $1,282 | $2,232-42.6% | $11,033-88.4% | $1,942-34.0% |