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 | $104,974-98.4% | $95,585-98.2% | $142,382-98.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 29.44% | 210.33%-180.9pp | 38.56%-9.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $43 | $2,779-98.5% | $2,527-98.3% | $4,299-99.0% |
| Participant deferral / active EE | $5,699 | $4,352+31.0% | $4,023+41.7% | $6,507-12.4% |
| Admin fee / account holder | $5,860 | $6,386-8.2% | $6,127-4.4% | $12,624-53.6% |