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 | $15,887 | $150,187-89.4% | $120,354-86.8% | $145,922-89.1% |
| Participation rate | 27.3% | 78.8%-51.5pp | 71.9%-44.6pp | 80.3%-53.0pp |
| Annual return | 12.31% | 154.07%-141.8pp | 107.15%-94.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $835 | $4,348-80.8% | $3,463-75.9% | $4,660-82.1% |
| Participant deferral / active EE | $1,840 | $6,173-70.2% | $4,991-63.1% | $6,688-72.5% |
| Admin fee / account holder | $18,030 | $12,207+47.7% | $9,423+91.3% | $13,397+34.6% |