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 | $4,101 | $73,515-94.4% | $62,995-93.5% | $147,584-97.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 22.23% | 175.43%-153.2pp | 87.57%-65.3pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,393 | $3,320-58.1% | $2,759-49.5% | $4,876-71.4% |
| Participant deferral / active EE | $39 | $4,185-99.1% | $3,329-98.8% | $5,439-99.3% |
| Admin fee / account holder | $308 | $5,953-94.8% | $3,600-91.4% | $10,885-97.2% |