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.
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 | $11,778 | $127,777-90.8% | $106,548-88.9% | $167,490-93.0% |
| Participation rate | 52.9% | 78.3%-25.3pp | 76.1%-23.2pp | 82.1%-29.2pp |
| Annual return | 12.86% | 33.87%-21.0pp | 26.80%-13.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $709 | $3,427-79.3% | $2,819-74.9% | $4,837-85.4% |
| Participant deferral / active EE | $1,042 | $5,087-79.5% | $4,398-76.3% | $6,341-83.6% |
| Admin fee / account holder | $1,151 | $11,228-89.7% | $7,407-84.5% | $12,309-90.6% |