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 | $3,324 | $39,122-91.5% | $57,179-94.2% | $62,891-94.7% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | 5.62% | 9.23%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $11 | $1,874-99.4% | $2,682-99.6% | $2,281-99.5% |
| Participant deferral / active EE | $918 | $2,374-61.3% | $3,096-70.4% | $3,203-71.3% |
| Admin fee / account holder | $1,133 | $2,592-56.3% | $3,139-63.9% | $4,296-73.6% |