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 | $9,252 | $52,279-82.3% | $89,391-89.6% | $79,858-88.4% |
| Participation rate | 54.8% | 57.5%-2.8pp | 68.0%-13.2pp | 69.6%-14.9pp |
| Annual return | 31.24% | 22.16%+9.1pp | 245.62%-214.4pp | 31.71%-0.5pp |
| Employer contribution / active EE | $2,825 | $1,572+79.8% | $2,586+9.3% | $2,471+14.3% |
| Participant deferral / active EE | $256 | $2,740-90.7% | $3,890-93.4% | $3,740-93.2% |
| Admin fee / account holder | $777 | $3,356-76.8% | $4,881-84.1% | $5,306-85.4% |