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 | $7,364 | $60,124-87.8% | $90,404-91.9% | $79,858-90.8% |
| Participation rate | 23.5% | 65.0%-41.5pp | 72.7%-49.2pp | 69.6%-46.1pp |
| Annual return | 18.54% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $269 | $2,068-87.0% | $3,262-91.8% | $2,471-89.1% |
| Participant deferral / active EE | $587 | $2,938-80.0% | $3,963-85.2% | $3,740-84.3% |
| Admin fee / account holder | $1,004 | $3,976-74.8% | $5,611-82.1% | $5,306-81.1% |