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 8-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 | $30,355 | $76,050-60.1% | $96,544-68.6% | $71,457-57.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 76.0%-26.0pp | 67.9%-17.9pp |
| Annual return | 17.32% | 22.81%-5.5pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,482 | $2,244-34.0% | $2,965-50.0% | $2,588-42.7% |
| Participant deferral / active EE | $2,044 | $4,215-51.5% | $4,851-57.9% | $4,289-52.3% |
| Admin fee / account holder | $2,136 | $2,707-21.1% | $8,252-74.1% | $1,587+34.6% |