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 | $1,688 | $101,618-98.3% | $93,063-98.2% | $137,256-98.8% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 29.44% | 223.95%-194.5pp | 34.15%-4.7pp | 220.34%-190.9pp |
| Employer contribution / active EE | $43 | $2,707-98.4% | $2,476-98.3% | $4,156-99.0% |
| Participant deferral / active EE | $5,699 | $4,279+33.2% | $3,958+44.0% | $6,407-11.0% |
| Admin fee / account holder | $5,860 | $6,198-5.5% | $6,033-2.9% | $12,270-52.2% |