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 4-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 | $13,506 | $95,453-85.9% | $112,040-87.9% | $82,448-83.6% |
| Participation rate | 61.0% | 72.8%-11.7pp | 76.5%-15.5pp | 68.1%-7.0pp |
| Annual return | 23.33% | 23.92%-0.6pp | 24.52%-1.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,275 | $2,318-45.0% | $2,954-56.8% | $2,551-50.0% |
| Participant deferral / active EE | $2,111 | $4,224-50.0% | $5,098-58.6% | $4,139-49.0% |
| Admin fee / account holder | $892 | $9,013-90.1% | $12,098-92.6% | $7,234-87.7% |