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 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 30.8% | 79.3%-48.5pp | 76.5%-45.7pp | 80.0%-49.2pp |
| Annual return | 21.59% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $958 | $3,411-71.9% | $2,954-67.6% | $4,156-77.0% |
| Participant deferral / active EE | $1,623 | $5,718-71.6% | $5,098-68.2% | $6,407-74.7% |
| Admin fee / account holder | $1,041 | $15,207-93.2% | $12,098-91.4% | $12,270-91.5% |