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 8-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.
Employer 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 | $2,795 | $104,974-97.3% | $95,585-97.1% | $142,382-98.0% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.00% | 210.33%-195.3pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $233 | $2,779-91.6% | $2,527-90.8% | $4,299-94.6% |
| Participant deferral / active EE | $829 | $4,352-81.0% | $4,023-79.4% | $6,507-87.3% |
| Admin fee / account holder | $3,551 | $6,386-44.4% | $6,127-42.0% | $12,624-71.9% |