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 | $7,358 | $90,503-91.9% | $78,689-90.6% | $273,961-97.3% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 2.53% | 75.60%-73.1pp | 62.18%-59.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $711 | $3,176-77.6% | $2,851-75.1% | $4,869-85.4% |
| Participant deferral / active EE | $1,228 | $3,901-68.5% | $3,517-65.1% | $5,287-76.8% |
| Admin fee / account holder | $3,796 | $5,263-27.9% | $4,510-15.8% | $10,132-62.5% |