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.
Employer 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 | $29,339 | $125,758-76.7% | $169,993-82.7% | $75,163-61.0% |
| Participation rate | 55.4% | 83.6%-28.2pp | 87.0%-31.6pp | 67.2%-11.8pp |
| Annual return | 14.44% | 27.20%-12.8pp | 53.37%-38.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,063 | $4,615-77.0% | $6,785-84.3% | $2,670-60.2% |
| Participant deferral / active EE | $3,675 | $6,837-46.3% | $10,408-64.7% | $4,125-10.9% |
| Admin fee / account holder | $3,627 | $8,173-55.6% | $12,815-71.7% | $5,651-35.8% |