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 | $21,649 | $78,705-72.5% | $117,854-81.6% | $70,131-69.1% |
| Participation rate | 37.7% | 73.2%-35.5pp | 79.7%-41.9pp | 69.5%-31.8pp |
| Annual return | 16.33% | 23.30%-7.0pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,067 | $2,223-52.0% | $3,786-71.8% | $2,342-54.4% |
| Participant deferral / active EE | $3,047 | $3,297-7.6% | $4,482-32.0% | $3,332-8.6% |
| Admin fee / account holder | $1,186 | $5,065-76.6% | $8,020-85.2% | $4,645-74.5% |