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 | $22,287 | $62,586-64.4% | $76,768-71.0% | $64,186-65.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | 3.04% | -1.95%+5.0pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $708 | $1,832-61.4% | $2,485-71.5% | $2,381-70.3% |
| Participant deferral / active EE | $3,739 | $3,145+18.9% | $3,852-2.9% | $3,470+7.8% |
| Admin fee / account holder | $3,135 | $4,667-32.8% | $6,675-53.0% | $4,888-35.9% |