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 | $8,601 | $152,509-94.4% | $117,472-92.7% | $134,475-93.6% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -13.64% | 52.99%-66.6pp | 29.74%-43.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,590 | $5,571-71.5% | $4,176-61.9% | $4,740-66.4% |
| Participant deferral / active EE | $113 | $4,818-97.7% | $4,070-97.2% | $6,400-98.2% |
| Admin fee / account holder | $6,864 | $7,004-2.0% | $5,645+21.6% | $11,426-39.9% |