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.
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 | $18,231 | $176,056-89.6% | $159,436-88.6% | $167,490-89.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.00% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,182 | $5,297-77.7% | $4,829-75.5% | $4,837-75.6% |
| Participant deferral / active EE | $1,362 | $7,750-82.4% | $7,352-81.5% | $6,341-78.5% |
| Admin fee / account holder | $498 | $12,554-96.0% | $10,799-95.4% | $12,309-96.0% |