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 | $32,630 | $198,466-83.6% | $170,442-80.9% | $147,584-77.9% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 13.19% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,482 | $6,184-76.0% | $5,433-72.7% | $4,876-69.6% |
| Participant deferral / active EE | -$1,237 | $5,629-122.0% | $4,939-125.0% | $5,439-122.8% |
| Admin fee / account holder | $393 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |