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 | $12,144 | $48,076-74.7% | $78,689-84.6% | $62,891-80.7% |
| Participation rate | 62.1% | 65.2%-3.1pp | 73.6%-11.5pp | 69.3%-7.2pp |
| Annual return | 8.98% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $957 | $2,015-52.5% | $2,851-66.4% | $2,281-58.0% |
| Participant deferral / active EE | $2,638 | $2,588+1.9% | $3,517-25.0% | $3,203-17.6% |
| Admin fee / account holder | $402 | $3,207-87.5% | $4,510-91.1% | $4,296-90.6% |