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 | $15,189 | $77,813-80.5% | $123,544-87.7% | $64,186-76.3% |
| Participation rate | 47.5% | 74.7%-27.3pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | -7.85% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $703 | $3,014-76.7% | $4,628-84.8% | $2,381-70.5% |
| Participant deferral / active EE | $1,091 | $5,240-79.2% | $6,426-83.0% | $3,470-68.6% |
| Admin fee / account holder | $341 | $5,519-93.8% | $9,284-96.3% | $4,888-93.0% |