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 5-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 | $4,390 | $72,400-93.9% | $67,502-93.5% | $145,922-97.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.33% | 7182.46%-7168.1pp | 3512.12%-3497.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $554 | $3,069-81.9% | $2,731-79.7% | $4,660-88.1% |
| Participant deferral / active EE | $605 | $4,783-87.3% | $4,000-84.9% | $6,688-91.0% |
| Admin fee / account holder | $518 | $5,539-90.6% | $3,998-87.0% | $13,397-96.1% |