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.
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 | $9,737 | $93,571-89.6% | $135,903-92.8% | $75,163-87.0% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 26.76% | 30.90%-4.1pp | 68.23%-41.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,198 | $3,537-66.1% | $4,856-75.3% | $2,670-55.1% |
| Participant deferral / active EE | $1,762 | $6,404-72.5% | $7,758-77.3% | $4,125-57.3% |
| Admin fee / account holder | $672 | $6,975-90.4% | $10,762-93.8% | $5,651-88.1% |