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 5-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 | $20,271 | $82,978-75.6% | $129,995-84.4% | $71,457-71.6% |
| Participation rate | 48.7% | 74.1%-25.4pp | 78.5%-29.8pp | 67.9%-19.2pp |
| Annual return | 17.06% | 20.60%-3.5pp | -137.18%+154.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,263 | $2,622-51.8% | $4,320-70.8% | $2,588-51.2% |
| Participant deferral / active EE | $2,047 | $4,432-53.8% | $5,820-64.8% | $4,289-52.3% |
| Admin fee / account holder | $9,748 | $1,729+463.8% | $10,614-8.2% | $1,587+514.1% |