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 9-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 | $20,595 | $66,098-68.8% | $101,794-79.8% | $74,304-72.3% |
| Participation rate | 17.4% | 53.8%-36.3pp | 69.2%-51.8pp | 60.3%-42.9pp |
| Annual return | 18.17% | 19.59%-1.4pp | 30.53%-12.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $878 | $2,781-68.4% | $4,084-78.5% | $3,767-76.7% |
| Admin fee / account holder | $491 | $4,146-88.2% | $8,777-94.4% | $2,969-83.5% |