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 | $1,743 | $99,020-98.2% | $86,590-98.0% | $147,584-98.8% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 20.68% | 1312.34%-1291.7pp | 964.84%-944.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $194 | $3,132-93.8% | $2,839-93.2% | $4,876-96.0% |
| Participant deferral / active EE | $388 | $3,972-90.2% | $3,609-89.3% | $5,439-92.9% |
| Admin fee / account holder | $338 | $5,710-94.1% | $4,906-93.1% | $10,885-96.9% |