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 | $11,242 | $45,035-75.0% | $62,995-82.2% | $70,131-84.0% |
| Participation rate | 61.8% | 69.5%-7.8pp | 74.8%-13.0pp | 69.5%-7.8pp |
| Annual return | 11.93% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,550 | $2,051-24.4% | $2,759-43.8% | $2,342-33.8% |
| Participant deferral / active EE | $1,653 | $2,465-32.9% | $3,329-50.3% | $3,332-50.4% |
| Admin fee / account holder | $1,021 | $2,834-64.0% | $3,600-71.6% | $4,645-78.0% |