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.)
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 | $28,216 | $101,724-72.3% | $164,813-82.9% | $80,856-65.1% |
| Participation rate | 62.1% | 71.8%-9.8pp | 78.6%-16.5pp | 67.6%-5.6pp |
| Annual return | 13.96% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,696 | $2,953+25.1% | $4,341-14.9% | $2,755+34.2% |
| Participant deferral / active EE | $1,283 | $4,477-71.3% | $6,031-78.7% | $4,296-70.1% |
| Admin fee / account holder | $3,271 | $8,227-60.2% | $12,690-74.2% | $6,918-52.7% |