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 | $17,302 | $53,777-67.8% | $134,143-87.1% | $79,858-78.3% |
| Participation rate | 45.5% | 58.8%-13.3pp | 72.2%-26.7pp | 69.6%-24.2pp |
| Annual return | 17.08% | 19.01%-1.9pp | 36.33%-19.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $870 | $1,321-34.2% | $3,704-76.5% | $2,471-64.8% |
| Participant deferral / active EE | $1,048 | $2,420-56.7% | $3,499-70.1% | $3,740-72.0% |
| Admin fee / account holder | $3,537 | $3,984-11.2% | $6,684-47.1% | $5,306-33.3% |