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 | $189,613-97.3% | $167,512-96.9% | $142,382-96.4% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 19.62% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $706 | $4,349-83.8% | $3,882-81.8% | $4,299-83.6% |
| Participant deferral / active EE | $781 | $6,981-88.8% | $6,405-87.8% | $6,507-88.0% |
| Admin fee / account holder | $617 | $10,528-94.1% | $9,769-93.7% | $12,624-95.1% |