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 | $24,704 | $81,208-69.6% | $98,907-75.0% | $79,858-69.1% |
| Participation rate | 58.2% | 72.5%-14.3pp | 76.0%-17.8pp | 69.6%-11.5pp |
| Annual return | 13.29% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $665 | $1,960-66.0% | $2,689-75.3% | $2,471-73.1% |
| Participant deferral / active EE | $984 | $3,265-69.9% | $4,244-76.8% | $3,740-73.7% |
| Admin fee / account holder | $5,553 | $6,013-7.6% | $6,642-16.4% | $5,306+4.7% |