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.
Employer 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 | $10,858 | $115,770-90.6% | $101,248-89.3% | $158,922-93.2% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 35.09% | 56.14%-21.1pp | 46.47%-11.4pp | 302.83%-267.7pp |
| Employer contribution / active EE | $346 | $4,175-91.7% | $3,660-90.6% | $4,761-92.7% |
| Participant deferral / active EE | $1,468 | $4,957-70.4% | $4,370-66.4% | $5,982-75.5% |
| Admin fee / account holder | $504 | $7,245-93.0% | $5,945-91.5% | $11,246-95.5% |