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 | $18,146 | $76,552-76.3% | $123,892-85.4% | $62,891-71.1% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 19.67% | 18.68%+1.0pp | 47.52%-27.8pp | 20.14%-0.5pp |
| Employer contribution / active EE | $455 | $2,883-84.2% | $4,617-90.1% | $2,281-80.1% |
| Participant deferral / active EE | $3,347 | $4,840-30.8% | $5,984-44.1% | $3,203+4.5% |
| Admin fee / account holder | $7,473 | $4,826+54.9% | $8,357-10.6% | $4,296+74.0% |