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 3-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 | $4,271 | $57,016-92.5% | $84,966-95.0% | $80,856-94.7% |
| Participation rate | 33.3% | 56.3%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 9.07% | 21.66%-12.6pp | 66.38%-57.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $302 | $1,798-83.2% | $2,727-88.9% | $2,755-89.0% |
| Participant deferral / active EE | $374 | $3,110-88.0% | $4,519-91.7% | $4,296-91.3% |
| Admin fee / account holder | $972 | $4,980-80.5% | $6,149-84.2% | $6,918-85.9% |