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 9-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 | $16,876 | $176,662-90.4% | $130,648-87.1% | $152,861-89.0% |
| Participation rate | 34.8% | 79.0%-44.2pp | 71.7%-37.0pp | 82.4%-47.7pp |
| Annual return | 32.27% | 2692.24%-2660.0pp | 1708.96%-1676.7pp | 345.32%-313.0pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,791 | $4,361-58.9% | $3,603-50.3% | $5,850-69.4% |
| Admin fee / account holder | $305 | $7,133-95.7% | $5,464-94.4% | $11,596-97.4% |