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 8-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 | $22,269 | $88,083-74.7% | $164,813-86.5% | $74,495-70.1% |
| Participation rate | 47.6% | 73.0%-25.4pp | 78.6%-31.0pp | 67.2%-19.6pp |
| Annual return | 25.38% | 17.26%+8.1pp | 69.93%-44.5pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,159 | $4,498-52.0% | $6,031-64.2% | $4,346-50.3% |
| Admin fee / account holder | $1,063 | $2,234-52.4% | $12,690-91.6% | $1,942-45.3% |