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 | $15,235 | $93,571-83.7% | $135,903-88.8% | $75,163-79.7% |
| Participation rate | 39.4% | 75.2%-35.8pp | 81.9%-42.5pp | 67.2%-27.8pp |
| Annual return | 27.51% | 30.90%-3.4pp | 68.23%-40.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,483 | $3,537-58.1% | $4,856-69.5% | $2,670-44.5% |
| Participant deferral / active EE | $2,212 | $6,404-65.5% | $7,758-71.5% | $4,125-46.4% |
| Admin fee / account holder | $685 | $6,975-90.2% | $10,762-93.6% | $5,651-87.9% |