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 | $23,917 | $86,944-72.5% | $107,525-77.8% | $74,304-67.8% |
| Participation rate | 17.6% | 59.6%-41.9pp | 75.1%-57.4pp | 60.3%-42.7pp |
| Annual return | 16.85% | 23.52%-6.7pp | 181.32%-164.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,072 | $3,554-69.8% | $5,116-79.0% | $3,767-71.5% |
| Admin fee / account holder | $1,137 | $3,727-69.5% | $8,919-87.2% | $2,969-61.7% |