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 | $26,364 | $209,832-87.4% | $189,513-86.1% | $167,490-84.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 10.99% | 748.27%-737.3pp | 555.15%-544.2pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,612 | $6,914-76.7% | $6,162-73.8% | $4,837-66.7% |
| Participant deferral / active EE | $2,322 | $8,935-74.0% | $8,221-71.8% | $6,341-63.4% |
| Admin fee / account holder | $1,075 | $14,293-92.5% | $12,045-91.1% | $12,309-91.3% |