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 5-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 | $16,558 | $167,484-90.1% | $151,611-89.1% | $134,475-87.7% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -13.61% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $633 | $6,829-90.7% | $6,166-89.7% | $4,740-86.7% |
| Participant deferral / active EE | $4,607 | $8,986-48.7% | $8,363-44.9% | $6,400-28.0% |
| Admin fee / account holder | $533 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |