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 | $18,911 | $202,318-90.7% | $172,739-89.1% | $152,861-87.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 20.29% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,350 | $5,856-59.9% | $5,143-54.3% | $4,762-50.6% |
| Participant deferral / active EE | $1,306 | $5,948-78.0% | $5,198-74.9% | $5,850-77.7% |
| Admin fee / account holder | $2,285 | $17,109-86.6% | $13,954-83.6% | $11,596-80.3% |