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 8-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 | $19,083 | $98,750-80.7% | $149,696-87.3% | $79,858-76.1% |
| Participation rate | 40.2% | 75.8%-35.5pp | 82.5%-42.2pp | 69.6%-29.4pp |
| Annual return | 20.17% | 27.43%-7.3pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $962 | $3,216-70.1% | $4,644-79.3% | $2,471-61.0% |
| Participant deferral / active EE | $1,965 | $5,680-65.4% | $6,842-71.3% | $3,740-47.4% |
| Admin fee / account holder | $2,020 | $6,053-66.6% | $9,309-78.3% | $5,306-61.9% |