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 | $19,530 | $109,359-82.1% | $162,163-88.0% | $72,985-73.2% |
| Participation rate | 15.2% | 84.3%-69.0pp | 87.6%-72.3pp | 69.5%-54.3pp |
| Annual return | 63.50% | 25.46%+38.0pp | 115.59%-52.1pp | 81.00%-17.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,269 | $5,481-76.9% | $7,298-82.6% | $3,607-64.8% |
| Admin fee / account holder | $1,500 | $7,972-81.2% | $10,843-86.2% | $5,124-70.7% |