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 10-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 | $8,491 | $45,566-81.4% | $64,105-86.8% | $59,632-85.8% |
| Participation rate | 56.1% | 60.2%-4.1pp | 68.2%-12.1pp | 68.7%-12.6pp |
| Annual return | -2.08% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $944 | $934+1.0% | $1,820-48.1% | $2,203-57.2% |
| Participant deferral / active EE | $395 | $2,057-80.8% | $2,822-86.0% | $3,192-87.6% |
| Admin fee / account holder | $913 | $3,268-72.1% | $4,499-79.7% | $4,297-78.8% |