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.
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 | $27,187 | $86,929-68.7% | $102,423-73.5% | $80,856-66.4% |
| Participation rate | 57.0% | 72.4%-15.4pp | 76.5%-19.5pp | 67.6%-10.6pp |
| Annual return | 14.30% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,042 | $2,369-56.0% | $3,023-65.5% | $2,755-62.2% |
| Participant deferral / active EE | $1,674 | $4,118-59.4% | $5,053-66.9% | $4,296-61.0% |
| Admin fee / account holder | $617 | $8,049-92.3% | $9,451-93.5% | $6,918-91.1% |