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 6-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 | $16,646 | $95,803-82.6% | $113,168-85.3% | $84,808-80.4% |
| Participation rate | 63.8% | 72.9%-9.0pp | 76.6%-12.7pp | 68.3%-4.5pp |
| Annual return | 29.46% | 25.00%+4.5pp | 24.27%+5.2pp | 40.90%-11.4pp |
| Employer contribution / active EE | $1,313 | $2,360-44.4% | $2,975-55.9% | $2,631-50.1% |
| Participant deferral / active EE | $1,951 | $4,242-54.0% | $5,107-61.8% | $4,212-53.7% |
| Admin fee / account holder | $659 | $8,989-92.7% | $12,068-94.5% | $7,344-91.0% |