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 4-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 | $4,637 | $123,909-96.3% | $69,647-93.3% | $145,922-96.8% |
| Participation rate | 23.1% | 69.2%-46.1pp | 66.5%-43.4pp | 80.3%-57.2pp |
| Annual return | 22.96% | 190.55%-167.6pp | 100.48%-77.5pp | 561.29%-538.3pp |
| Employer contribution / active EE | $104 | $2,682-96.1% | $1,712-93.9% | $4,660-97.8% |
| Participant deferral / active EE | $630 | $4,236-85.1% | $2,886-78.2% | $6,688-90.6% |
| Admin fee / account holder | $333 | $7,863-95.8% | $4,713-92.9% | $13,397-97.5% |