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 | $5,602 | $48,046-88.3% | $84,611-93.4% | $72,985-92.3% |
| Participation rate | 37.5% | 57.6%-20.1pp | 68.2%-30.7pp | 69.5%-32.0pp |
| Annual return | 249.37% | 37.38%+212.0pp | 258.74%-9.4pp | 81.00%+168.4pp |
| Employer contribution / active EE | $201 | $1,602-87.4% | $2,652-92.4% | $2,440-91.7% |
| Participant deferral / active EE | $1,227 | $2,680-54.2% | $3,899-68.5% | $3,607-66.0% |
| Admin fee / account holder | $333 | $3,395-90.2% | $4,912-93.2% | $5,124-93.5% |