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 | $5,835 | $83,477-93.0% | $125,175-95.3% | $72,985-92.0% |
| Participation rate | 52.4% | 73.3%-20.9pp | 79.8%-27.4pp | 69.5%-17.1pp |
| Annual return | 20.53% | 25.78%-5.2pp | 43.79%-23.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $890 | $3,585-75.2% | $4,937-82.0% | $3,607-75.3% |
| Admin fee / account holder | $346 | $5,517-93.7% | $9,702-96.4% | $5,124-93.3% |