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 10-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 | $25,488 | $80,731-68.4% | $103,374-75.3% | $74,546-65.8% |
| Participation rate | 24.3% | 65.7%-41.4pp | 74.5%-50.2pp | 67.2%-42.9pp |
| Annual return | 14.52% | 27.56%-13.0pp | 24.89%-10.4pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $851 | $3,158-73.0% | $3,869-78.0% | $2,624-67.6% |
| Participant deferral / active EE | $1,416 | $3,860-63.3% | $5,058-72.0% | $4,347-67.4% |
| Admin fee / account holder | $2,465 | $2,369+4.1% | $8,394-70.6% | $1,944+26.8% |