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 | $19,916 | $58,726-66.1% | $92,233-78.4% | $62,292-68.0% |
| Participation rate | 31.7% | 68.3%-36.6pp | 76.5%-44.7pp | 69.5%-37.8pp |
| Annual return | 14.52% | 43.62%-29.1pp | 176.28%-161.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $901 | $2,392-62.3% | $3,679-75.5% | $2,042-55.9% |
| Participant deferral / active EE | $1,651 | $2,766-40.3% | $3,897-57.6% | $3,169-47.9% |
| Admin fee / account holder | $2,125 | $556+281.9% | $5,194-59.1% | $479+343.3% |