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 | $9,212 | $73,867-87.5% | $143,757-93.6% | $68,494-86.6% |
| Participation rate | 60.6% | 66.7%-6.0pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -11.11% | 1.01%-12.1pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $751 | $3,184-76.4% | $4,951-84.8% | $2,596-71.1% |
| Participant deferral / active EE | $847 | $3,384-75.0% | $5,637-85.0% | $4,027-79.0% |
| Admin fee / account holder | $577 | $5,755-90.0% | $14,673-96.1% | $5,403-89.3% |