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.
Employer 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 | $13,218 | $98,240-86.5% | $82,313-83.9% | $147,584-91.0% |
| Participation rate | 47.6% | 79.7%-32.1pp | 76.9%-29.3pp | 82.8%-35.2pp |
| Annual return | 15.71% | 30.85%-15.1pp | 25.88%-10.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $558 | $3,192-82.5% | $2,428-77.0% | $4,876-88.5% |
| Participant deferral / active EE | $3,660 | $4,383-16.5% | $3,706-1.2% | $5,439-32.7% |
| Admin fee / account holder | $12,831 | $8,563+49.8% | $5,608+128.8% | $10,885+17.9% |