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 6-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 | $11,075 | $105,181-89.5% | $159,436-93.1% | $85,850-87.1% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.8%-18.3pp | 69.3%-4.8pp |
| Annual return | 39.56% | 45.07%-5.5pp | 263.57%-224.0pp | 318.53%-279.0pp |
| Employer contribution / active EE | $409 | $3,318-87.7% | $4,829-91.5% | $2,565-84.0% |
| Participant deferral / active EE | $3,352 | $5,945-43.6% | $7,352-54.4% | $3,952-15.2% |
| Admin fee / account holder | $760 | $6,933-89.0% | $10,799-93.0% | $6,260-87.9% |