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.
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 | $14,996 | $71,883-79.1% | $86,677-82.7% | $68,494-78.1% |
| Participation rate | 45.7% | 72.2%-26.5pp | 76.6%-30.9pp | 67.9%-22.2pp |
| Annual return | 4.57% | 3.52%+1.0pp | 35.91%-31.3pp | -7.84%+12.4pp |
| Employer contribution / active EE | $1,338 | $2,173-38.4% | $2,836-52.8% | $2,596-48.5% |
| Participant deferral / active EE | $1,955 | $3,779-48.3% | $4,656-58.0% | $4,027-51.5% |
| Admin fee / account holder | $929 | $6,112-84.8% | $7,493-87.6% | $5,403-82.8% |