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 | $5,149 | $183,963-97.2% | $162,163-96.8% | $152,861-96.6% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.4%-44.0pp |
| Annual return | 21.62% | 150.76%-129.1pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $200 | $8,034-97.5% | $7,298-97.3% | $5,850-96.6% |
| Admin fee / account holder | $1,563 | $13,121-88.1% | $10,843-85.6% | $11,596-86.5% |