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.
Employer 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 | $16,898 | $76,552-77.9% | $123,892-86.4% | $62,891-73.1% |
| Participation rate | 29.8% | 73.0%-43.2pp | 81.4%-51.6pp | 69.3%-39.5pp |
| Annual return | 9.64% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,517 | $4,840-48.0% | $5,984-57.9% | $3,203-21.4% |
| Admin fee / account holder | $469 | $4,826-90.3% | $8,357-94.4% | $4,296-89.1% |