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 7-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 | $7,174 | $100,970-92.9% | $96,576-92.6% | $137,256-94.8% |
| Participation rate | 63.2% | 82.6%-19.5pp | 81.4%-18.3pp | 80.0%-16.8pp |
| Annual return | 13.97% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $235 | $3,809-93.8% | $3,553-93.4% | $4,156-94.3% |
| Participant deferral / active EE | $1,238 | $8,286-85.1% | $7,956-84.4% | $6,407-80.7% |
| Admin fee / account holder | $2,884 | $11,312-74.5% | $11,381-74.7% | $12,270-76.5% |