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 | $15,785 | $67,411-76.6% | $91,001-82.7% | $70,131-77.5% |
| Participation rate | 51.9% | 71.4%-19.5pp | 75.6%-23.7pp | 69.5%-17.7pp |
| Annual return | 14.72% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,135 | $2,823-59.8% | $3,547-68.0% | $3,332-65.9% |
| Admin fee / account holder | $369 | $4,236-91.3% | $5,417-93.2% | $4,645-92.0% |