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 | $9,434 | $43,423-78.3% | $78,689-88.0% | $55,167-82.9% |
| Participation rate | 19.6% | 68.0%-48.4pp | 73.6%-54.0pp | 69.0%-49.4pp |
| Annual return | 28.77% | 11.53%+17.2pp | 62.18%-33.4pp | 169.23%-140.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $845 | $2,509-66.3% | $3,517-76.0% | $3,054-72.3% |
| Admin fee / account holder | $2,246 | $416+439.8% | $4,510-50.2% | $504+345.8% |