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 | $11,309 | $85,766-86.8% | $136,294-91.7% | $70,131-83.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 19.08% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $549 | $2,966-81.5% | $4,695-88.3% | $2,342-76.6% |
| Participant deferral / active EE | $1,512 | $5,051-70.1% | $6,247-75.8% | $3,332-54.6% |
| Admin fee / account holder | $991 | $5,420-81.7% | $9,243-89.3% | $4,645-78.7% |