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.
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 | $8,840 | $45,566-80.6% | $64,105-86.2% | $59,632-85.2% |
| Participation rate | 27.7% | 60.2%-32.5pp | 68.2%-40.5pp | 68.7%-41.0pp |
| Annual return | 29.36% | 4.95%+24.4pp | 791.24%-761.9pp | 2041.28%-2011.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,026 | $2,057-50.1% | $2,822-63.6% | $3,192-67.8% |
| Admin fee / account holder | $728 | $3,268-77.7% | $4,499-83.8% | $4,297-83.1% |