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 | $17,559 | $76,552-77.1% | $123,892-85.8% | $62,891-72.1% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 73.43% | 18.68%+54.8pp | 47.52%+25.9pp | 20.14%+53.3pp |
| Employer contribution / active EE | $1,365 | $2,883-52.6% | $4,617-70.4% | $2,281-40.2% |
| Participant deferral / active EE | $1,732 | $4,840-64.2% | $5,984-71.1% | $3,203-45.9% |
| Admin fee / account holder | $390 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |