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 6-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 | $10,528 | $98,750-89.3% | $149,696-93.0% | $79,858-86.8% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.5%-26.7pp | 69.6%-13.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,712 | $3,216-46.8% | $4,644-63.1% | $2,471-30.7% |
| Participant deferral / active EE | $2,265 | $5,680-60.1% | $6,842-66.9% | $3,740-39.4% |
| Admin fee / account holder | $410 | $6,053-93.2% | $9,309-95.6% | $5,306-92.3% |