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 | $20,039 | $82,032-75.6% | $123,104-83.7% | $59,632-66.4% |
| Participation rate | 17.3% | 83.2%-65.9pp | 86.8%-69.4pp | 68.7%-51.3pp |
| Annual return | 5.73% | 5.12%+0.6pp | 13.22%-7.5pp | 2041.28%-2035.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,837 | $4,667-60.6% | $6,230-70.5% | $3,192-42.4% |
| Admin fee / account holder | $1,604 | $5,881-72.7% | $9,015-82.2% | $4,297-62.7% |