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.
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 | $25,103 | $101,317-75.2% | $146,958-82.9% | $74,495-66.3% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 58.51% | 8730.91%-8672.4pp | 418.34%-359.8pp | 1364.94%-1306.4pp |
| Employer contribution / active EE | $1,669 | $3,810-56.2% | $4,933-66.2% | $2,623-36.4% |
| Participant deferral / active EE | $2,135 | $7,303-70.8% | $8,070-73.5% | $4,346-50.9% |
| Admin fee / account holder | $901 | $1,739-48.2% | $12,998-93.1% | $1,942-53.6% |