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 | $16,723 | $72,277-76.9% | $101,248-83.5% | $79,858-79.1% |
| Participation rate | 55.9% | 68.5%-12.6pp | 75.8%-19.9pp | 69.6%-13.8pp |
| Annual return | 11.92% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,149 | $2,692+54.2% | $3,660+13.4% | $2,471+67.9% |
| Participant deferral / active EE | $149 | $3,282-95.5% | $4,370-96.6% | $3,740-96.0% |
| Admin fee / account holder | $2,323 | $4,400-47.2% | $5,945-60.9% | $5,306-56.2% |