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 | $12,403 | $81,460-84.8% | $103,333-88.0% | $80,856-84.7% |
| Participation rate | 56.3% | 66.8%-10.6pp | 74.5%-18.3pp | 67.6%-11.4pp |
| Annual return | 12.64% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,486 | $3,105-52.2% | $3,868-61.6% | $2,755-46.1% |
| Participant deferral / active EE | $1,267 | $3,869-67.2% | $5,057-74.9% | $4,296-70.5% |
| Admin fee / account holder | $948 | $6,566-85.6% | $8,355-88.7% | $6,918-86.3% |