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 4-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 | $6,690 | $102,605-93.5% | $145,661-95.4% | $84,808-92.1% |
| Participation rate | 1.3% | 74.3%-72.9pp | 77.2%-75.9pp | 68.3%-67.0pp |
| Annual return | 15.87% | 26.50%-10.6pp | 101.46%-85.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $59 | $5,750-99.0% | $7,198-99.2% | $4,212-98.6% |
| Admin fee / account holder | $4,180 | $8,758-52.3% | $12,466-66.5% | $7,344-43.1% |