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 | $24,085 | $86,929-72.3% | $102,423-76.5% | $80,856-70.2% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.0pp |
| Annual return | 5.91% | 18.88%-13.0pp | 29.32%-23.4pp | 35.59%-29.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,168 | $4,118-71.6% | $5,053-76.9% | $4,296-72.8% |
| Admin fee / account holder | $25,047 | $8,049+211.2% | $9,451+165.0% | $6,918+262.1% |