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 | $9,634 | $54,762-82.4% | $90,281-89.3% | $72,985-86.8% |
| Participation rate | 45.2% | 65.1%-20.0pp | 73.3%-28.1pp | 69.5%-24.3pp |
| Annual return | 148.44% | 30.63%+117.8pp | 78.10%+70.3pp | 81.00%+67.4pp |
| Employer contribution / active EE | $414 | $2,092-80.2% | $2,854-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $133 | $2,887-95.4% | $3,885-96.6% | $3,607-96.3% |
| Admin fee / account holder | $9,035 | $3,972+127.5% | $5,351+68.8% | $5,124+76.3% |