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 4-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 | $9,399 | $49,915-81.2% | $154,803-93.9% | $74,304-87.4% |
| Participation rate | 7.9% | 54.0%-46.1pp | 78.1%-70.2pp | 60.3%-52.5pp |
| Annual return | 5.20% | 34.06%-28.9pp | 58.88%-53.7pp | 29.43%-24.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $358 | $2,255-84.1% | $5,540-93.5% | $3,767-90.5% |
| Admin fee / account holder | $6,210 | $2,189+183.7% | $14,329-56.7% | $2,969+109.2% |