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 9-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 | $9,344 | $50,958-81.7% | $74,550-87.5% | $64,186-85.4% |
| Participation rate | 10.0% | 61.1%-51.1pp | 69.1%-59.1pp | 69.6%-59.6pp |
| Annual return | 2.63% | -1.86%+4.5pp | 32.53%-29.9pp | 7.63%-5.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $603 | $2,301-73.8% | $3,108-80.6% | $3,470-82.6% |
| Admin fee / account holder | $5,944 | $4,223+40.8% | $5,060+17.5% | $4,888+21.6% |