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 | $12,438 | $99,985-87.6% | $146,665-91.5% | $85,850-85.5% |
| Participation rate | 46.2% | 73.1%-26.9pp | 80.1%-33.9pp | 69.3%-23.2pp |
| Annual return | 12.18% | 18.93%-6.8pp | 22.74%-10.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $797 | $4,006-80.1% | $5,506-85.5% | $3,952-79.8% |
| Admin fee / account holder | $1,033 | $7,702-86.6% | $10,280-90.0% | $6,260-83.5% |