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 | $19,109 | $71,883-73.4% | $86,677-78.0% | $68,494-72.1% |
| Participation rate | 51.3% | 72.2%-21.0pp | 76.6%-25.3pp | 67.9%-16.6pp |
| Annual return | -14.75% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $590 | $2,173-72.9% | $2,836-79.2% | $2,596-77.3% |
| Participant deferral / active EE | $898 | $3,779-76.2% | $4,656-80.7% | $4,027-77.7% |
| Admin fee / account holder | $953 | $6,112-84.4% | $7,493-87.3% | $5,403-82.4% |