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 | $11,694 | $67,606-82.7% | $82,313-85.8% | $70,131-83.3% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.9%-32.8pp | 69.5%-25.4pp |
| Annual return | 44.17% | 21.57%+22.6pp | 25.88%+18.3pp | 73.14%-29.0pp |
| Employer contribution / active EE | $752 | $1,755-57.2% | $2,428-69.0% | $2,342-67.9% |
| Participant deferral / active EE | $1,759 | $2,987-41.1% | $3,706-52.5% | $3,332-47.2% |
| Admin fee / account holder | $302 | $4,512-93.3% | $5,608-94.6% | $4,645-93.5% |