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 | $11,019 | $181,894-93.9% | $156,549-93.0% | $273,961-96.0% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 9.89% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $287 | $6,248-95.4% | $5,501-94.8% | $4,869-94.1% |
| Participant deferral / active EE | $1,920 | $5,550-65.4% | $4,871-60.6% | $5,287-63.7% |
| Admin fee / account holder | $986 | $15,559-93.7% | $13,027-92.4% | $10,132-90.3% |