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 | $9,734 | $85,766-88.7% | $136,294-92.9% | $70,131-86.1% |
| Participation rate | 44.0% | 74.2%-30.2pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 13.46% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $847 | $2,966-71.4% | $4,695-82.0% | $2,342-63.8% |
| Participant deferral / active EE | $1,669 | $5,051-67.0% | $6,247-73.3% | $3,332-49.9% |
| Admin fee / account holder | $3,810 | $5,420-29.7% | $9,243-58.8% | $4,645-18.0% |