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 | $9,878 | $95,416-89.6% | $185,823-94.7% | $85,850-88.5% |
| Participation rate | 65.7% | 68.8%-3.1pp | 81.7%-16.0pp | 69.3%-3.6pp |
| Annual return | 16.14% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $689 | $3,314-79.2% | $5,167-86.7% | $2,565-73.2% |
| Participant deferral / active EE | $822 | $3,423-76.0% | $5,568-85.2% | $3,952-79.2% |
| Admin fee / account holder | $1,026 | $7,213-85.8% | $16,237-93.7% | $6,260-83.6% |