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 8-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 | $3,840 | $106,584-96.4% | $101,326-96.2% | $142,382-97.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 6.09% | 36.93%-30.8pp | 36.82%-30.7pp | 217.08%-211.0pp |
| Employer contribution / active EE | $370 | $3,956-90.6% | $3,665-89.9% | $4,299-91.4% |
| Participant deferral / active EE | $355 | $8,297-95.7% | $7,994-95.6% | $6,507-94.5% |
| Admin fee / account holder | $1,253 | $11,446-89.1% | $11,185-88.8% | $12,624-90.1% |