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 | $15,354 | $105,630-85.5% | $87,507-82.5% | $273,961-94.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 15.29% | 12.25%+3.0pp | 12.21%+3.1pp | 41.45%-26.2pp |
| Employer contribution / active EE | $2,311 | $3,141-26.4% | $2,550-9.4% | $4,869-52.5% |
| Participant deferral / active EE | $4,745 | $3,601+31.8% | $3,149+50.7% | $5,287-10.3% |
| Admin fee / account holder | $3,089 | $4,781-35.4% | $4,221-26.8% | $10,132-69.5% |