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 6-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 | $10,406 | $83,427-87.5% | $115,756-91.0% | $68,494-84.8% |
| Participation rate | 22.9% | 71.9%-49.0pp | 77.1%-54.2pp | 67.9%-45.0pp |
| Annual return | -14.14% | -10.95%-3.2pp | 143.14%-157.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $546 | $5,355-89.8% | $6,254-91.3% | $4,027-86.5% |
| Admin fee / account holder | $400 | $5,708-93.0% | $8,124-95.1% | $5,403-92.6% |