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 7-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 | $14,367 | $59,805-76.0% | $79,550-81.9% | $68,494-79.0% |
| Participation rate | 31.0% | 61.1%-30.0pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -18.93% | -12.30%-6.6pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $721 | $1,505-52.1% | $2,413-70.1% | $2,596-72.2% |
| Participant deferral / active EE | $924 | $3,024-69.4% | $3,985-76.8% | $4,027-77.1% |
| Admin fee / account holder | $807 | $4,835-83.3% | $6,832-88.2% | $5,403-85.1% |