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 7-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 | $15,742 | $45,566-65.5% | $64,105-75.4% | $59,632-73.6% |
| Participation rate | 61.8% | 60.2%+1.6pp | 68.2%-6.4pp | 68.7%-6.9pp |
| Annual return | -1.95% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,560 | $2,057-24.2% | $2,822-44.7% | $3,192-51.1% |
| Admin fee / account holder | $514 | $3,268-84.3% | $4,499-88.6% | $4,297-88.0% |