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 | $24,492 | $58,083-57.8% | $80,019-69.4% | $56,287-56.5% |
| Participation rate | 66.4% | 73.6%-7.2pp | 75.8%-9.5pp | 69.9%-3.5pp |
| Annual return | -0.29% | 34.61%-34.9pp | 11.22%-11.5pp | -9.96%+9.7pp |
| Employer contribution / active EE | $635 | $1,932-67.1% | $2,468-74.3% | $2,111-69.9% |
| Participant deferral / active EE | $1,424 | $3,135-54.6% | $3,686-61.4% | $3,350-57.5% |
| Admin fee / account holder | $495 | $623-20.6% | $6,521-92.4% | $521-5.1% |