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 | $11,996 | $106,749-88.8% | $145,433-91.8% | $82,448-85.5% |
| Participation rate | 63.4% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 15.33% | 27.59%-12.3pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,229 | $3,444-64.3% | $4,554-73.0% | $2,551-51.8% |
| Participant deferral / active EE | $2,219 | $6,519-66.0% | $7,897-71.9% | $4,139-46.4% |
| Admin fee / account holder | $757 | $8,390-91.0% | $13,129-94.2% | $7,234-89.5% |