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.
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 | $23,028 | $209,336-89.0% | $197,124-88.3% | $137,256-83.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 14.03% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $771 | $6,591-88.3% | $6,227-87.6% | $4,156-81.5% |
| Participant deferral / active EE | $3,535 | $9,614-63.2% | $9,135-61.3% | $6,407-44.8% |
| Admin fee / account holder | $10,078 | $17,308-41.8% | $16,298-38.2% | $12,270-17.9% |