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 7-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 | $21,416 | $86,929-75.4% | $102,423-79.1% | $80,856-73.5% |
| Participation rate | 68.8% | 72.4%-3.5pp | 76.5%-7.7pp | 67.6%+1.2pp |
| Annual return | 21.92% | 18.88%+3.0pp | 29.32%-7.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $437 | $2,369-81.6% | $3,023-85.6% | $2,755-84.2% |
| Participant deferral / active EE | $1,983 | $4,118-51.8% | $5,053-60.7% | $4,296-53.8% |
| Admin fee / account holder | $869 | $8,049-89.2% | $9,451-90.8% | $6,918-87.4% |