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 | $13,557 | $105,181-87.1% | $159,436-91.5% | $85,850-84.2% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.8%-18.4pp | 69.3%-4.9pp |
| Annual return | 16.05% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $667 | $3,318-79.9% | $4,829-86.2% | $2,565-74.0% |
| Participant deferral / active EE | $1,542 | $5,945-74.1% | $7,352-79.0% | $3,952-61.0% |
| Admin fee / account holder | $783 | $6,933-88.7% | $10,799-92.7% | $6,260-87.5% |