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 5-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 | $5,655 | $41,078-86.2% | $80,569-93.0% | $71,457-92.1% |
| Participation rate | 27.4% | 50.2%-22.8pp | 67.0%-39.6pp | 67.9%-40.5pp |
| Annual return | 20.46% | 38.45%-18.0pp | 935.43%-915.0pp | 28.85%-8.4pp |
| Employer contribution / active EE | $96 | $1,506-93.7% | $2,723-96.5% | $2,588-96.3% |
| Participant deferral / active EE | $681 | $2,699-74.8% | $4,447-84.7% | $4,289-84.1% |
| Admin fee / account holder | $331 | $1,840-82.0% | $5,377-93.8% | $1,587-79.1% |