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 | $16,281 | $79,171-79.4% | $102,423-84.1% | $74,495-78.1% |
| Participation rate | 11.7% | 74.8%-63.1pp | 76.5%-64.8pp | 67.2%-55.5pp |
| Annual return | 16.03% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $951 | $4,415-78.5% | $5,053-81.2% | $4,346-78.1% |
| Admin fee / account holder | $1,416 | $2,001-29.2% | $9,451-85.0% | $1,942-27.1% |