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 | $30,905 | $181,894-83.0% | $156,549-80.3% | $273,961-88.7% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 10.57% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $348 | $6,248-94.4% | $5,501-93.7% | $4,869-92.9% |
| Participant deferral / active EE | $3,357 | $5,550-39.5% | $4,871-31.1% | $5,287-36.5% |
| Admin fee / account holder | $1,016 | $15,559-93.5% | $13,027-92.2% | $10,132-90.0% |