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 | $24,829 | $144,119-82.8% | $117,854-78.9% | $147,584-83.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 22.47% | 531.15%-508.7pp | 335.08%-312.6pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,168 | $4,896-76.1% | $3,786-69.1% | $4,876-76.0% |
| Participant deferral / active EE | $1,552 | $5,316-70.8% | $4,482-65.4% | $5,439-71.5% |
| Admin fee / account holder | $1,042 | $10,886-90.4% | $8,020-87.0% | $10,885-90.4% |