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 | $7,140 | $85,202-91.6% | $172,739-95.9% | $72,985-90.2% |
| Participation rate | 45.9% | 70.1%-24.1pp | 82.6%-36.7pp | 69.5%-23.5pp |
| Annual return | 16.74% | 27.32%-10.6pp | 802.84%-786.1pp | 81.00%-64.3pp |
| Employer contribution / active EE | $541 | $3,324-83.7% | $5,143-89.5% | $2,440-77.8% |
| Participant deferral / active EE | $506 | $3,260-84.5% | $5,198-90.3% | $3,607-86.0% |
| Admin fee / account holder | $968 | $5,884-83.6% | $13,954-93.1% | $5,124-81.1% |