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 | $19,097 | $86,929-78.0% | $102,423-81.4% | $80,856-76.4% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 16.89% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $825 | $2,369-65.2% | $3,023-72.7% | $2,755-70.0% |
| Participant deferral / active EE | $1,795 | $4,118-56.4% | $5,053-64.5% | $4,296-58.2% |
| Admin fee / account holder | $762 | $8,049-90.5% | $9,451-91.9% | $6,918-89.0% |