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 | $14,108 | $84,233-83.3% | $170,442-91.7% | $70,131-79.9% |
| Participation rate | 60.7% | 70.8%-10.1pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 22.48% | 23.06%-0.6pp | 205.93%-183.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $645 | $3,387-81.0% | $5,433-88.1% | $2,342-72.5% |
| Participant deferral / active EE | $1,508 | $3,086-51.1% | $4,939-69.5% | $3,332-54.8% |
| Admin fee / account holder | $360 | $5,698-93.7% | $13,880-97.4% | $4,645-92.3% |