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.
Employer 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 | $8,435 | $53,127-84.1% | $86,590-90.3% | $70,131-88.0% |
| Participation rate | 36.2% | 65.3%-29.1pp | 73.5%-37.4pp | 69.5%-33.4pp |
| Annual return | 25.51% | 27.66%-2.2pp | 964.84%-939.3pp | 73.14%-47.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,996 | $2,696-26.0% | $3,609-44.7% | $3,332-40.1% |
| Admin fee / account holder | $1,403 | $3,585-60.9% | $4,906-71.4% | $4,645-69.8% |