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 | $12,478 | $93,071-86.6% | $74,583-83.3% | $273,961-95.4% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 9.70% | 26.18%-16.5pp | 20.47%-10.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,422 | $3,160+40.0% | $2,525+75.1% | $4,869-9.2% |
| Participant deferral / active EE | $556 | $4,160-86.6% | $3,458-83.9% | $5,287-89.5% |
| Admin fee / account holder | $7,106 | $5,272+34.8% | $4,138+71.7% | $10,132-29.9% |