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 | $15,562 | $93,346-83.3% | $71,796-78.3% | $273,961-94.3% |
| Participation rate | 21.1% | 76.5%-55.5pp | 69.1%-48.1pp | 83.0%-62.0pp |
| Annual return | 4.32% | 130.39%-126.1pp | 78.04%-73.7pp | 41.45%-37.1pp |
| Employer contribution / active EE | $354 | $2,733-87.0% | $1,924-81.6% | $4,869-92.7% |
| Participant deferral / active EE | $337 | $3,475-90.3% | $2,794-87.9% | $5,287-93.6% |
| Admin fee / account holder | $3,721 | $6,571-43.4% | $4,815-22.7% | $10,132-63.3% |