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 | $16,049 | $113,935-85.9% | $94,224-83.0% | $125,391-87.2% |
| Participation rate | 47.4% | 82.9%-35.5pp | 78.8%-31.4pp | 83.2%-35.8pp |
| Annual return | -2.29% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,646 | $4,727-65.2% | $3,587-54.1% | $4,866-66.2% |
| Participant deferral / active EE | $2,883 | $5,179-44.3% | $4,320-33.3% | $5,352-46.1% |
| Admin fee / account holder | $598 | $8,391-92.9% | $6,269-90.5% | $9,540-93.7% |