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.
Employer 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 | $21,457 | $202,318-89.4% | $172,739-87.6% | $152,861-86.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 12.06% | 1029.65%-1017.6pp | 802.84%-790.8pp | 345.32%-333.3pp |
| Employer contribution / active EE | $778 | $5,856-86.7% | $5,143-84.9% | $4,762-83.7% |
| Participant deferral / active EE | $6,355 | $5,948+6.8% | $5,198+22.3% | $5,850+8.6% |
| Admin fee / account holder | $1,361 | $17,109-92.0% | $13,954-90.2% | $11,596-88.3% |