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 10-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 | $11,866 | $52,519-77.4% | $155,790-92.4% | $59,632-80.1% |
| Participation rate | 39.0% | 61.7%-22.7pp | 76.1%-37.1pp | 68.7%-29.7pp |
| Annual return | -2.45% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $305 | $1,589-80.8% | $3,836-92.1% | $2,203-86.2% |
| Participant deferral / active EE | $366 | $3,084-88.1% | $4,797-92.4% | $3,192-88.5% |
| Admin fee / account holder | $4,239 | $3,540+19.7% | $7,478-43.3% | $4,297-1.4% |