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 | $19,116 | $106,749-82.1% | $145,433-86.9% | $82,448-76.8% |
| Participation rate | 62.0% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.1pp |
| Annual return | 12.62% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $909 | $3,444-73.6% | $4,554-80.0% | $2,551-64.4% |
| Participant deferral / active EE | $2,361 | $6,519-63.8% | $7,897-70.1% | $4,139-42.9% |
| Admin fee / account holder | $21,835 | $8,390+160.2% | $13,129+66.3% | $7,234+201.8% |