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 | $2,360 | $57,016-95.9% | $84,966-97.2% | $80,856-97.1% |
| Participation rate | 68.6% | 56.3%+12.2pp | 67.5%+1.1pp | 67.6%+0.9pp |
| Annual return | 5.89% | 21.66%-15.8pp | 66.38%-60.5pp | 35.59%-29.7pp |
| Employer contribution / active EE | $1,206 | $1,798-32.9% | $2,727-55.8% | $2,755-56.2% |
| Participant deferral / active EE | $160 | $3,110-94.9% | $4,519-96.5% | $4,296-96.3% |
| Admin fee / account holder | $915 | $4,980-81.6% | $6,149-85.1% | $6,918-86.8% |