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 | $19,717 | $67,606-70.8% | $82,313-76.0% | $70,131-71.9% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-12.0pp | 69.5%-4.6pp |
| Annual return | 17.40% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $415 | $1,755-76.4% | $2,428-82.9% | $2,342-82.3% |
| Participant deferral / active EE | $1,200 | $2,987-59.8% | $3,706-67.6% | $3,332-64.0% |
| Admin fee / account holder | $1,643 | $4,512-63.6% | $5,608-70.7% | $4,645-64.6% |