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 4-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 | $10,134 | $111,754-90.9% | $103,333-90.2% | $145,922-93.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 256.09% | 24.77%+231.3pp | 24.88%+231.2pp | 561.29%-305.2pp |
| Employer contribution / active EE | $715 | $4,212-83.0% | $3,868-81.5% | $4,660-84.7% |
| Participant deferral / active EE | $2,198 | $5,619-60.9% | $5,057-56.5% | $6,688-67.1% |
| Admin fee / account holder | $1,573 | $9,750-83.9% | $8,355-81.2% | $13,397-88.3% |