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 7-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 | $2,685 | $157,256-98.3% | $141,162-98.1% | $152,861-98.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 21.54% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,295 | $5,261-56.4% | $4,735-51.5% | $4,762-51.8% |
| Participant deferral / active EE | $451 | $7,109-93.7% | $6,709-93.3% | $5,850-92.3% |
| Admin fee / account holder | $1,038 | $12,120-91.4% | $10,261-89.9% | $11,596-91.0% |