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 4-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 | $16,493 | $165,984-90.1% | $164,813-90.0% | $145,922-88.7% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 15.42% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,366 | $5,273-74.1% | $4,341-68.5% | $4,660-70.7% |
| Participant deferral / active EE | $1,949 | $6,959-72.0% | $6,031-67.7% | $6,688-70.9% |
| Admin fee / account holder | $730 | $16,648-95.6% | $12,690-94.3% | $13,397-94.6% |