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 10-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 | $11,457 | $133,958-91.4% | $112,228-89.8% | $134,475-91.5% |
| Participation rate | 56.5% | 78.6%-22.0pp | 75.1%-18.5pp | 81.2%-24.7pp |
| Annual return | -18.99% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,108 | $5,291-79.1% | $4,728-76.6% | $6,400-82.7% |
| Admin fee / account holder | $772 | $7,489-89.7% | $6,410-88.0% | $11,426-93.2% |