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 | $17,610 | $59,417-70.4% | $93,606-81.2% | $74,495-76.4% |
| Participation rate | 32.0% | 59.7%-27.7pp | 68.7%-36.8pp | 67.2%-35.2pp |
| Annual return | 15.55% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $767 | $1,264-39.3% | $2,420-68.3% | $2,623-70.7% |
| Participant deferral / active EE | $1,239 | $3,050-59.4% | $4,411-71.9% | $4,346-71.5% |
| Admin fee / account holder | $1,212 | $3,021-59.9% | $8,285-85.4% | $1,942-37.6% |