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.
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 | $12,676 | $47,126-73.1% | $149,673-91.5% | $74,419-83.0% |
| Participation rate | 14.5% | 63.4%-48.9pp | 78.8%-64.3pp | 70.7%-56.2pp |
| Annual return | 50.97% | 22.75%+28.2pp | 134.42%-83.5pp | 34.38%+16.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $982 | $2,728-64.0% | $5,680-82.7% | $4,528-78.3% |
| Admin fee / account holder | $4,332 | $343+1164.2% | $13,210-67.2% | $348+1145.5% |