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 | $5,590 | $52,279-89.3% | $89,391-93.7% | $79,858-93.0% |
| Participation rate | 25.8% | 57.5%-31.7pp | 68.0%-42.2pp | 69.6%-43.8pp |
| Annual return | 15.68% | 22.16%-6.5pp | 245.62%-229.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $363 | $1,572-76.9% | $2,586-86.0% | $2,471-85.3% |
| Participant deferral / active EE | $516 | $2,740-81.2% | $3,890-86.7% | $3,740-86.2% |
| Admin fee / account holder | $3,774 | $3,356+12.4% | $4,881-22.7% | $5,306-28.9% |