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 4-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 | $20,429 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 48.3% | 66.8%-18.6pp | 74.5%-26.2pp | 67.6%-19.4pp |
| Annual return | 17.68% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,930 | $3,105-37.8% | $3,868-50.1% | $2,755-29.9% |
| Participant deferral / active EE | $3,161 | $3,869-18.3% | $5,057-37.5% | $4,296-26.4% |
| Admin fee / account holder | $1,277 | $6,566-80.5% | $8,355-84.7% | $6,918-81.5% |