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.
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 | $22,628 | $185,822-87.8% | $169,993-86.7% | $139,434-83.8% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 9.28% | 60.50%-51.2pp | 53.37%-44.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,620 | $7,590-78.7% | $6,785-76.1% | $4,751-65.9% |
| Participant deferral / active EE | $1,620 | $11,622-86.1% | $10,408-84.4% | $6,710-75.9% |
| Admin fee / account holder | $10,784 | $15,381-29.9% | $12,815-15.9% | $11,403-5.4% |