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 | $19,634 | $61,660-68.2% | $80,019-75.5% | $64,186-69.4% |
| Participation rate | 52.8% | 71.7%-18.9pp | 75.8%-23.0pp | 69.6%-16.8pp |
| Annual return | -2.90% | -0.33%-2.6pp | 11.22%-14.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $602 | $1,810-66.8% | $2,468-75.6% | $2,381-74.7% |
| Participant deferral / active EE | $1,100 | $2,968-62.9% | $3,686-70.2% | $3,470-68.3% |
| Admin fee / account holder | $11,386 | $5,417+110.2% | $6,521+74.6% | $4,888+132.9% |