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.
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 | $2,071 | $176,377-98.8% | $134,143-98.5% | $158,922-98.7% |
| Participation rate | 22.2% | 78.7%-56.5pp | 72.2%-50.0pp | 82.0%-59.7pp |
| Annual return | 11.10% | 63.63%-52.5pp | 36.33%-25.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $312 | $4,091-92.4% | $3,499-91.1% | $5,982-94.8% |
| Admin fee / account holder | $883 | $8,718-89.9% | $6,684-86.8% | $11,246-92.2% |