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 | $16,432 | $105,859-84.5% | $90,160-81.8% | $147,584-88.9% |
| Participation rate | 38.9% | 79.7%-40.8pp | 76.9%-38.0pp | 82.8%-43.9pp |
| Annual return | 22.13% | 37.63%-15.5pp | 34.88%-12.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $343 | $4,126-91.7% | $3,318-89.7% | $4,876-93.0% |
| Participant deferral / active EE | $1,664 | $5,733-71.0% | $5,288-68.5% | $5,439-69.4% |
| Admin fee / account holder | $511 | $8,046-93.7% | $5,943-91.4% | $10,885-95.3% |