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.
Employer 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 | $6,419 | $77,634-91.7% | $156,549-95.9% | $62,891-89.8% |
| Participation rate | 67.7% | 71.2%-3.5pp | 84.0%-16.3pp | 69.3%-1.6pp |
| Annual return | 8.70% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $46 | $3,444-98.7% | $5,501-99.2% | $2,281-98.0% |
| Participant deferral / active EE | $1,514 | $3,045-50.3% | $4,871-68.9% | $3,203-52.7% |
| Admin fee / account holder | $2,174 | $5,561-60.9% | $13,027-83.3% | $4,296-49.4% |