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 | $21,295 | $86,922-75.5% | $102,438-79.2% | $80,874-73.7% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.7pp | 67.6%-23.9pp |
| Annual return | 10.43% | 18.90%-8.5pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,150 | $2,369-51.5% | $3,024-62.0% | $2,756-58.3% |
| Participant deferral / active EE | $2,600 | $4,119-36.9% | $5,054-48.5% | $4,297-39.5% |
| Admin fee / account holder | $387 | $8,050-95.2% | $9,448-95.9% | $6,935-94.4% |