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 9-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 | $18,459 | $162,781-88.7% | $133,956-86.2% | $158,922-88.4% |
| Participation rate | 55.0% | 83.2%-28.2pp | 79.8%-24.8pp | 82.0%-27.0pp |
| Annual return | 17.71% | 41.94%-24.2pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $427 | $4,975-91.4% | $3,919-89.1% | $4,761-91.0% |
| Participant deferral / active EE | $2,027 | $5,911-65.7% | $5,048-59.8% | $5,982-66.1% |
| Admin fee / account holder | $522 | $11,736-95.6% | $8,927-94.2% | $11,246-95.4% |