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 6-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 | $17,591 | $82,664-78.7% | $125,339-86.0% | $68,494-74.3% |
| Participation rate | 48.3% | 75.0%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -18.08% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $863 | $3,381-74.5% | $4,814-82.1% | $2,596-66.8% |
| Participant deferral / active EE | $2,520 | $6,110-58.8% | $7,446-66.2% | $4,027-37.4% |
| Admin fee / account holder | $824 | $6,275-86.9% | $10,010-91.8% | $5,403-84.8% |