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 | $8,300 | $63,346-86.9% | $92,233-91.0% | $70,131-88.2% |
| Participation rate | 27.1% | 68.7%-41.6pp | 76.5%-49.4pp | 69.5%-42.5pp |
| Annual return | 321.00% | 530.12%-209.1pp | 176.28%+144.7pp | 73.14%+247.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $335 | $2,854-88.3% | $3,897-91.4% | $3,332-90.0% |
| Admin fee / account holder | $303 | $3,840-92.1% | $5,194-94.2% | $4,645-93.5% |