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 | $21,072 | $68,914-69.4% | $136,749-84.6% | $74,304-71.6% |
| Participation rate | 1.0% | 51.3%-50.4pp | 72.1%-71.2pp | 60.3%-59.4pp |
| Annual return | 5.96% | 16.34%-10.4pp | 24.33%-18.4pp | 29.43%-23.5pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $75 | $2,541-97.1% | $4,692-98.4% | $3,767-98.0% |
| Admin fee / account holder | $71,588 | $3,149+2173.2% | $11,386+528.7% | $2,969+2311.3% |