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 | $10,969 | $85,766-87.2% | $136,294-92.0% | $70,131-84.4% |
| Participation rate | 15.5% | 74.2%-58.6pp | 81.9%-66.4pp | 69.5%-54.0pp |
| Annual return | 24.18% | 31.45%-7.3pp | 5155.94%-5131.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $568 | $2,966-80.8% | $4,695-87.9% | $2,342-75.7% |
| Participant deferral / active EE | $1,016 | $5,051-79.9% | $6,247-83.7% | $3,332-69.5% |
| Admin fee / account holder | $835 | $5,420-84.6% | $9,243-91.0% | $4,645-82.0% |