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 | $9,470 | $39,122-75.8% | $57,179-83.4% | $62,891-84.9% |
| Participation rate | 59.3% | 70.5%-11.2pp | 75.3%-16.1pp | 69.3%-10.0pp |
| Annual return | 7.37% | 9.23%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $769 | $1,874-59.0% | $2,682-71.3% | $2,281-66.3% |
| Participant deferral / active EE | $1,005 | $2,374-57.6% | $3,096-67.5% | $3,203-68.6% |
| Admin fee / account holder | $631 | $2,592-75.7% | $3,139-79.9% | $4,296-85.3% |