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.
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 | $16,117 | $135,635-88.1% | $110,238-85.4% | $135,375-88.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | 24.32% | 513.19%-488.9pp | 314.74%-290.4pp | 519.73%-495.4pp |
| Employer contribution / active EE | $834 | $4,906-83.0% | $3,826-78.2% | $4,779-82.6% |
| Participant deferral / active EE | $5,762 | $5,506+4.6% | $4,672+23.3% | $5,609+2.7% |
| Admin fee / account holder | $24,503 | $11,457+113.9% | $8,547+186.7% | $10,827+126.3% |