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 | $5,934 | $78,705-92.5% | $117,854-95.0% | $70,131-91.5% |
| Participation rate | 55.8% | 73.2%-17.4pp | 79.7%-23.9pp | 69.5%-13.8pp |
| Annual return | 15.99% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $507 | $2,223-77.2% | $3,786-86.6% | $2,342-78.4% |
| Participant deferral / active EE | $1,369 | $3,297-58.5% | $4,482-69.5% | $3,332-58.9% |
| Admin fee / account holder | $498 | $5,065-90.2% | $8,020-93.8% | $4,645-89.3% |