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 3-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 | $19,141 | $176,947-89.2% | $101,326-81.1% | - |
| Participation rate | 23.2% | 61.8%-38.6pp | 81.5%-58.3pp | - |
| Annual return | 0.00% | 15.13%-15.1pp | 36.82%-36.8pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,665-100.0% | - |
| Participant deferral / active EE | $1,128 | $4,114-72.6% | $7,994-85.9% | - |
| Admin fee / account holder | $6,064 | $22,209-72.7% | $11,185-45.8% | - |