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 | $10,365 | $69,010-85.0% | $159,960-93.5% | $68,494-84.9% |
| Participation rate | 55.2% | 65.4%-10.2pp | 78.0%-22.8pp | 67.9%-12.7pp |
| Annual return | -17.57% | -9.65%-7.9pp | 408.60%-426.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $634 | $2,213-71.3% | $4,226-85.0% | $2,596-75.6% |
| Participant deferral / active EE | $1,025 | $4,212-75.7% | $6,182-83.4% | $4,027-74.6% |
| Admin fee / account holder | $2,139 | $4,798-55.4% | $8,698-75.4% | $5,403-60.4% |