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 | $21,591 | $113,935-81.0% | $94,224-77.1% | $125,391-82.8% |
| Participation rate | 65.0% | 82.9%-17.9pp | 78.8%-13.8pp | 83.2%-18.2pp |
| Annual return | -3.43% | 5.29%-8.7pp | 10.68%-14.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,387 | $4,727-70.7% | $3,587-61.3% | $4,866-71.5% |
| Participant deferral / active EE | $1,822 | $5,179-64.8% | $4,320-57.8% | $5,352-65.9% |
| Admin fee / account holder | $521 | $8,391-93.8% | $6,269-91.7% | $9,540-94.5% |