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 9-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 | $19,212 | $180,449-89.4% | $154,107-87.5% | $135,375-85.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -8.45% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,158 | $6,035-80.8% | $5,298-78.1% | $4,779-75.8% |
| Participant deferral / active EE | $6,786 | $5,806+16.9% | $5,081+33.6% | $5,609+21.0% |
| Admin fee / account holder | $1,605 | $16,143-90.1% | $13,411-88.0% | $10,827-85.2% |