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 | $12,859 | $85,766-85.0% | $136,294-90.6% | $70,131-81.7% |
| Participation rate | 21.2% | 74.2%-52.9pp | 81.9%-60.7pp | 69.5%-48.3pp |
| Annual return | 28.73% | 31.45%-2.7pp | 5155.94%-5127.2pp | 73.14%-44.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,703 | $5,051-46.5% | $6,247-56.7% | $3,332-18.9% |
| Admin fee / account holder | $1,397 | $5,420-74.2% | $9,243-84.9% | $4,645-69.9% |