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 | $22,716 | $109,413-79.2% | $156,263-85.5% | $84,808-73.2% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 17.44% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,482 | $2,907-49.0% | $4,333-65.8% | $2,631-43.7% |
| Participant deferral / active EE | $1,729 | $4,590-62.3% | $6,158-71.9% | $4,212-58.9% |
| Admin fee / account holder | $4,686 | $9,357-49.9% | $14,255-67.1% | $7,344-36.2% |