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.
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 | $13,585 | $106,890-87.3% | $84,015-83.8% | $152,861-91.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 25.35% | 104.99%-79.6pp | 71.31%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $302 | $2,734-89.0% | $1,983-84.8% | $4,762-93.7% |
| Participant deferral / active EE | $2,393 | $4,011-40.3% | $3,239-26.1% | $5,850-59.1% |
| Admin fee / account holder | $617 | $8,285-92.5% | $6,101-89.9% | $11,596-94.7% |