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 | $16,734 | $198,466-91.6% | $170,442-90.2% | $147,584-88.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.56% | 257.29%-246.7pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,332 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $1,615 | $5,629-71.3% | $4,939-67.3% | $5,439-70.3% |
| Admin fee / account holder | $25,205 | $16,852+49.6% | $13,880+81.6% | $10,885+131.5% |