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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,778 | $65,561-97.3% | $86,188-97.9% | $75,163-97.6% |
| Participation rate | 12.3% | 60.5%-48.2pp | 69.0%-56.7pp | 67.2%-54.9pp |
| Annual return | 6.74% | 46.05%-39.3pp | 1168.45%-1161.7pp | 160.62%-153.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $62 | $3,024-98.0% | $3,985-98.5% | $4,125-98.5% |
| Admin fee / account holder | $693 | $5,474-87.3% | $6,852-89.9% | $5,651-87.7% |