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 | $6,803 | $72,492-90.6% | $87,100-92.2% | $72,985-90.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 16.28% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,221 | $1,894-35.5% | $2,521-51.6% | $2,440-50.0% |
| Participant deferral / active EE | $1,694 | $3,270-48.2% | $4,049-58.2% | $3,607-53.0% |
| Admin fee / account holder | $4,763 | $5,055-5.8% | $7,497-36.5% | $5,124-7.0% |