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 3-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 | $13,172 | $117,859-88.8% | $102,438-87.1% | $145,959-91.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 13.64% | 31.72%-18.1pp | 29.37%-15.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $599 | $3,615-83.4% | $3,024-80.2% | $4,661-87.1% |
| Participant deferral / active EE | $2,276 | $5,732-60.3% | $5,054-55.0% | $6,689-66.0% |
| Admin fee / account holder | $328 | $13,318-97.5% | $9,448-96.5% | $13,398-97.6% |