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 7-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 | $3,069 | $91,190-96.6% | $178,490-98.3% | $79,858-96.2% |
| Participation rate | 12.3% | 69.2%-56.9pp | 81.9%-69.6pp | 69.6%-57.4pp |
| Annual return | 15.38% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $457 | $3,256-86.0% | $5,011-90.9% | $2,471-81.5% |
| Participant deferral / active EE | $568 | $3,236-82.4% | $5,202-89.1% | $3,740-84.8% |
| Admin fee / account holder | $9,259 | $6,751+37.1% | $13,984-33.8% | $5,306+74.5% |