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 8-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 | $22,524 | $76,670-70.6% | $96,683-76.7% | $71,457-68.5% |
| Participation rate | 51.0% | 66.6%-15.6pp | 74.3%-23.4pp | 67.9%-16.9pp |
| Annual return | 18.60% | 48.29%-29.7pp | 35.69%-17.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,266 | $3,031+7.7% | $3,737-12.6% | $2,588+26.2% |
| Participant deferral / active EE | $393 | $3,771-89.6% | $4,878-92.0% | $4,289-90.8% |
| Admin fee / account holder | $3,496 | $2,028+72.4% | $6,730-48.1% | $1,587+120.2% |