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 | $15,487 | $68,547-77.4% | $120,354-87.1% | $80,856-80.8% |
| Participation rate | 26.8% | 61.6%-34.8pp | 71.9%-45.1pp | 67.6%-40.9pp |
| Annual return | 11.32% | 23.60%-12.3pp | 107.15%-95.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $594 | $2,051-71.0% | $3,463-82.8% | $2,755-78.4% |
| Participant deferral / active EE | $899 | $3,173-71.7% | $4,991-82.0% | $4,296-79.1% |
| Admin fee / account holder | $559 | $5,732-90.2% | $9,423-94.1% | $6,918-91.9% |