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 | $10,702 | $61,660-82.6% | $80,019-86.6% | $64,186-83.3% |
| Participation rate | 40.9% | 71.7%-30.8pp | 75.8%-35.0pp | 69.6%-28.7pp |
| Annual return | -5.72% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $500 | $1,810-72.4% | $2,468-79.7% | $2,381-79.0% |
| Participant deferral / active EE | $643 | $2,968-78.3% | $3,686-82.6% | $3,470-81.5% |
| Admin fee / account holder | $333 | $5,417-93.9% | $6,521-94.9% | $4,888-93.2% |