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 | $10,872 | $42,548-74.4% | $74,550-85.4% | $56,287-80.7% |
| Participation rate | 29.9% | 60.5%-30.6pp | 69.1%-39.2pp | 69.9%-39.9pp |
| Annual return | -2.42% | 12.40%-14.8pp | 32.53%-35.0pp | -9.96%+7.5pp |
| Employer contribution / active EE | $402 | $855-53.0% | $1,961-79.5% | $2,111-80.9% |
| Participant deferral / active EE | $702 | $2,277-69.2% | $3,108-77.4% | $3,350-79.0% |
| Admin fee / account holder | $2,580 | $467+452.3% | $5,060-49.0% | $521+395.3% |