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.
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 | $7,327 | $88,360-91.7% | $145,433-95.0% | $67,986-89.2% |
| Participation rate | 53.9% | 65.5%-11.6pp | 82.1%-28.2pp | 57.2%-3.3pp |
| Annual return | 17.20% | 63.15%-45.9pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $803 | $3,054-73.7% | $4,554-82.4% | $2,019-60.2% |
| Participant deferral / active EE | $956 | $5,932-83.9% | $7,897-87.9% | $3,358-71.5% |
| Admin fee / account holder | $1,610 | $3,313-51.4% | $13,129-87.7% | $3,203-49.8% |