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 | $22,022 | $76,670-71.3% | $96,683-77.2% | $71,457-69.2% |
| Participation rate | 10.0% | 66.6%-56.6pp | 74.3%-64.3pp | 67.9%-57.9pp |
| Annual return | 16.05% | 48.29%-32.2pp | 35.69%-19.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $426 | $3,771-88.7% | $4,878-91.3% | $4,289-90.1% |
| Admin fee / account holder | $5,223 | $2,028+157.5% | $6,730-22.4% | $1,587+229.1% |