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 | $11,368 | $61,272-81.4% | $149,673-92.4% | $71,457-84.1% |
| Participation rate | 13.7% | 62.5%-48.8pp | 78.8%-65.1pp | 67.9%-54.2pp |
| Annual return | 19.90% | 35.85%-15.9pp | 134.42%-114.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $370 | $2,378-84.4% | $4,818-92.3% | $2,588-85.7% |
| Participant deferral / active EE | $609 | $2,917-79.1% | $5,680-89.3% | $4,289-85.8% |
| Admin fee / account holder | $397 | $1,261-68.5% | $13,210-97.0% | $1,587-75.0% |