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 | $18,120 | $64,324-71.8% | $118,925-84.8% | $79,858-77.3% |
| Participation rate | 45.1% | 64.9%-19.8pp | 75.4%-30.3pp | 69.6%-24.5pp |
| Annual return | 18.11% | 86.45%-68.3pp | 35.88%-17.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $608 | $1,836-66.9% | $3,263-81.4% | $2,471-75.4% |
| Participant deferral / active EE | $924 | $2,824-67.3% | $4,265-78.3% | $3,740-75.3% |
| Admin fee / account holder | $5,605 | $4,040+38.7% | $6,581-14.8% | $5,306+5.6% |