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 | $7,075 | $110,094-93.6% | $151,611-95.3% | $68,494-89.7% |
| Participation rate | 60.6% | 84.0%-23.4pp | 87.5%-26.9pp | 67.9%-7.3pp |
| Annual return | -5.65% | -10.12%+4.5pp | 3.33%-9.0pp | -7.84%+2.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,138 | $6,527-82.6% | $8,363-86.4% | $4,027-71.8% |
| Admin fee / account holder | $16,203 | $7,719+109.9% | $11,616+39.5% | $5,403+199.9% |