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 | $6,808 | $45,035-84.9% | $62,995-89.2% | $70,131-90.3% |
| Participation rate | 29.8% | 69.5%-39.7pp | 74.8%-45.0pp | 69.5%-39.7pp |
| Annual return | 23.25% | 18.76%+4.5pp | 87.57%-64.3pp | 73.14%-49.9pp |
| Employer contribution / active EE | $243 | $2,051-88.2% | $2,759-91.2% | $2,342-89.6% |
| Participant deferral / active EE | $993 | $2,465-59.7% | $3,329-70.2% | $3,332-70.2% |
| Admin fee / account holder | $305 | $2,834-89.2% | $3,600-91.5% | $4,645-93.4% |