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 | $6,472 | $54,541-88.1% | $78,778-91.8% | $70,131-90.8% |
| Participation rate | 22.8% | 60.8%-38.0pp | 69.2%-46.4pp | 69.5%-46.7pp |
| Annual return | 20.00% | 21.07%-1.1pp | 35.62%-15.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $253 | $1,089-76.7% | $1,986-87.2% | $2,342-89.2% |
| Participant deferral / active EE | $452 | $2,210-79.6% | $2,958-84.7% | $3,332-86.4% |
| Admin fee / account holder | $544 | $3,709-85.3% | $5,134-89.4% | $4,645-88.3% |