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 | $6,934 | $69,977-90.1% | $108,579-93.6% | $62,891-89.0% |
| Participation rate | 48.1% | 72.9%-24.8pp | 79.6%-31.5pp | 69.3%-21.2pp |
| Annual return | 20.21% | 10.73%+9.5pp | -51.70%+71.9pp | 20.14%+0.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,163 | $3,165-63.2% | $4,311-73.0% | $3,203-63.7% |
| Admin fee / account holder | $814 | $5,076-84.0% | $7,645-89.4% | $4,296-81.1% |