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 4-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 | $5,146 | $180,749-97.2% | $160,784-96.8% | $137,256-96.3% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 19.62% | 2234.46%-2214.8pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $706 | $4,155-83.0% | $3,733-81.1% | $4,156-83.0% |
| Participant deferral / active EE | $781 | $6,844-88.6% | $6,293-87.6% | $6,407-87.8% |
| Admin fee / account holder | $617 | $10,397-94.1% | $9,717-93.7% | $12,270-95.0% |