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 | $13,621 | $76,367-82.2% | $93,606-85.4% | $72,985-81.3% |
| Participation rate | 64.2% | 71.7%-7.6pp | 75.8%-11.6pp | 69.5%-5.3pp |
| Annual return | 24.27% | 25.82%-1.6pp | 32.76%-8.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $690 | $3,538-80.5% | $4,069-83.0% | $3,607-80.9% |
| Admin fee / account holder | $2,700 | $6,838-60.5% | $7,888-65.8% | $5,124-47.3% |