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 | $9,796 | $106,515-90.8% | $96,683-89.9% | $139,434-93.0% |
| Participation rate | 15.0% | 77.8%-62.8pp | 74.3%-59.3pp | 80.3%-65.3pp |
| Annual return | 31.98% | 38.43%-6.4pp | 35.69%-3.7pp | 372.94%-341.0pp |
| Employer contribution / active EE | $2,073 | $4,103-49.5% | $3,737-44.5% | $4,751-56.4% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $9,539 | $7,877+21.1% | $6,730+41.7% | $11,403-16.3% |