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 7-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 | $20,700 | $94,031-78.0% | $115,768-82.1% | $82,448-74.9% |
| Participation rate | 58.1% | 70.4%-12.4pp | 74.4%-16.3pp | 68.1%-10.0pp |
| Annual return | 14.84% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $986 | $2,323-57.6% | $2,940-66.5% | $2,551-61.4% |
| Participant deferral / active EE | $1,685 | $3,972-57.6% | $4,917-65.7% | $4,139-59.3% |
| Admin fee / account holder | $3,598 | $10,249-64.9% | $12,439-71.1% | $7,234-50.3% |