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 | $11,738 | $65,365-82.0% | $92,893-87.4% | $72,985-83.9% |
| Participation rate | 18.4% | 68.3%-49.9pp | 76.0%-57.6pp | 69.5%-51.1pp |
| Annual return | 22.87% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $636 | $2,594-75.5% | $3,653-82.6% | $2,440-73.9% |
| Participant deferral / active EE | $792 | $3,128-74.7% | $4,236-81.3% | $3,607-78.0% |
| Admin fee / account holder | $8,473 | $4,251+99.3% | $5,794+46.2% | $5,124+65.4% |