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 5-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 | $4,095 | $81,248-95.0% | $155,509-97.4% | $80,856-94.9% |
| Participation rate | 69.4% | 66.2%+3.2pp | 78.2%-8.7pp | 67.6%+1.8pp |
| Annual return | 102.84% | 33.31%+69.5pp | 64.67%+38.2pp | 35.59%+67.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,049 | $3,452-40.6% | $5,626-63.6% | $4,296-52.3% |
| Admin fee / account holder | $1,881 | $7,997-76.5% | $15,912-88.2% | $6,918-72.8% |