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 5-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 | $15,828 | $127,065-87.5% | $113,168-86.0% | $142,382-88.9% |
| Participation rate | 30.8% | 79.2%-48.4pp | 76.6%-45.8pp | 80.1%-49.4pp |
| Annual return | 21.59% | 24.03%-2.4pp | 24.27%-2.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $958 | $3,442-72.2% | $2,975-67.8% | $4,299-77.7% |
| Participant deferral / active EE | $1,623 | $5,716-71.6% | $5,107-68.2% | $6,507-75.1% |
| Admin fee / account holder | $1,041 | $15,736-93.4% | $12,068-91.4% | $12,624-91.8% |