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 | $9,389 | $60,349-84.4% | $74,183-87.3% | $62,891-85.1% |
| Participation rate | 56.3% | 72.7%-16.5pp | 76.6%-20.4pp | 69.3%-13.1pp |
| Annual return | 6.06% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $668 | $1,680-60.2% | $2,370-71.8% | $2,281-70.7% |
| Participant deferral / active EE | $1,130 | $2,856-60.4% | $3,550-68.2% | $3,203-64.7% |
| Admin fee / account holder | $502 | $4,261-88.2% | $5,586-91.0% | $4,296-88.3% |