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 | $18,834 | $106,890-82.4% | $84,015-77.6% | $152,861-87.7% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 13.02% | 104.99%-92.0pp | 71.31%-58.3pp | 345.32%-332.3pp |
| Employer contribution / active EE | $2,520 | $2,734-7.8% | $1,983+27.0% | $4,762-47.1% |
| Participant deferral / active EE | $23 | $4,011-99.4% | $3,239-99.3% | $5,850-99.6% |
| Admin fee / account holder | $1,409 | $8,285-83.0% | $6,101-76.9% | $11,596-87.9% |