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.
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 | $12,460 | $165,984-92.5% | $164,813-92.4% | $145,922-91.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 20.41% | 100.03%-79.6pp | 69.93%-49.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $448 | $5,273-91.5% | $4,341-89.7% | $4,660-90.4% |
| Participant deferral / active EE | $4,774 | $6,959-31.4% | $6,031-20.9% | $6,688-28.6% |
| Admin fee / account holder | $867 | $16,648-94.8% | $12,690-93.2% | $13,397-93.5% |