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 | $7,199 | $108,642-93.4% | $74,701-90.4% | $152,861-95.3% |
| Participation rate | 11.1% | 65.3%-54.2pp | 54.5%-43.3pp | 82.4%-71.3pp |
| Annual return | 8.35% | 114.06%-105.7pp | 752.92%-744.6pp | 345.32%-337.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $267 | $2,712-90.2% | $1,964-86.4% | $5,850-95.4% |
| Admin fee / account holder | $813 | $4,902-83.4% | $3,333-75.6% | $11,596-93.0% |