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 | $22,966 | $62,586-63.3% | $76,768-70.1% | $64,186-64.2% |
| Participation rate | 56.8% | 72.8%-16.1pp | 77.0%-20.2pp | 69.6%-12.8pp |
| Annual return | 9.52% | -1.95%+11.5pp | 2.43%+7.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $256 | $1,832-86.0% | $2,485-89.7% | $2,381-89.2% |
| Participant deferral / active EE | $1,787 | $3,145-43.2% | $3,852-53.6% | $3,470-48.5% |
| Admin fee / account holder | $310 | $4,667-93.3% | $6,675-95.3% | $4,888-93.6% |