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 3-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 | $9,694 | $159,901-93.9% | $146,958-93.4% | $145,922-93.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.16% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,386 | $5,286-73.8% | $4,933-71.9% | $4,660-70.2% |
| Participant deferral / active EE | $1,680 | $8,428-80.1% | $8,070-79.2% | $6,688-74.9% |
| Admin fee / account holder | $385 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |