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 | $24,163 | $76,367-68.4% | $93,606-74.2% | $72,985-66.9% |
| Participation rate | 47.2% | 71.7%-24.5pp | 75.8%-28.6pp | 69.5%-22.3pp |
| Annual return | 30.60% | 25.82%+4.8pp | 32.76%-2.2pp | 81.00%-50.4pp |
| Employer contribution / active EE | $1,178 | $2,275-48.2% | $2,718-56.6% | $2,440-51.7% |
| Participant deferral / active EE | $2,066 | $3,538-41.6% | $4,069-49.2% | $3,607-42.7% |
| Admin fee / account holder | $660 | $6,838-90.4% | $7,888-91.6% | $5,124-87.1% |