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 8-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 | $7,367 | $65,703-88.8% | $94,224-92.2% | $59,632-87.6% |
| Participation rate | 52.8% | 72.1%-19.3pp | 78.8%-26.0pp | 68.7%-15.9pp |
| Annual return | 6.81% | 5.22%+1.6pp | 10.68%-3.9pp | 2041.28%-2034.5pp |
| Employer contribution / active EE | $581 | $2,021-71.3% | $3,587-83.8% | $2,203-73.6% |
| Participant deferral / active EE | $849 | $3,143-73.0% | $4,320-80.3% | $3,192-73.4% |
| Admin fee / account holder | $3,318 | $4,264-22.2% | $6,269-47.1% | $4,297-22.8% |