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 6-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 | $2,279 | $53,053-95.7% | $126,539-98.2% | $74,304-96.9% |
| Participation rate | 6.0% | 48.0%-42.0pp | 69.8%-63.8pp | 60.3%-54.3pp |
| Annual return | 16.54% | 29.46%-12.9pp | 425.95%-409.4pp | 29.43%-12.9pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $69 | $2,303-97.0% | $4,083-98.3% | $3,767-98.2% |
| Admin fee / account holder | $972 | $3,698-73.7% | $6,065-84.0% | $2,969-67.2% |