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 | $16,489 | $72,012-77.1% | $185,823-91.1% | $79,858-79.4% |
| Participation rate | 45.3% | 65.8%-20.5pp | 78.0%-32.7pp | 69.6%-24.3pp |
| Annual return | 35.39% | 23.12%+12.3pp | 35.95%-0.6pp | 31.71%+3.7pp |
| Employer contribution / active EE | $1,022 | $1,965-48.0% | $4,087-75.0% | $2,471-58.6% |
| Participant deferral / active EE | $1,643 | $3,779-56.5% | $5,632-70.8% | $3,740-56.1% |
| Admin fee / account holder | $920 | $4,513-79.6% | $9,500-90.3% | $5,306-82.7% |