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 6-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 | $10,988 | $106,515-89.7% | $96,683-88.6% | $139,434-92.1% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.2pp |
| Annual return | 46.74% | 38.43%+8.3pp | 35.69%+11.0pp | 372.94%-326.2pp |
| Employer contribution / active EE | $126 | $4,103-96.9% | $3,737-96.6% | $4,751-97.4% |
| Participant deferral / active EE | $2,397 | $5,454-56.1% | $4,878-50.9% | $6,710-64.3% |
| Admin fee / account holder | $460 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |