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 6-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 | $5,194 | $107,452-95.2% | $91,541-94.3% | $142,382-96.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 17.96% | 22.06%-4.1pp | 20.50%-2.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $310 | $2,994-89.7% | $2,505-87.6% | $4,299-92.8% |
| Participant deferral / active EE | $576 | $4,754-87.9% | $4,008-85.6% | $6,507-91.2% |
| Admin fee / account holder | $997 | $8,834-88.7% | $6,956-85.7% | $12,624-92.1% |