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 | $11,411 | $135,952-91.6% | $123,892-90.8% | $273,961-95.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 13.25% | 56.63%-43.4pp | 47.52%-34.3pp | 41.45%-28.2pp |
| Employer contribution / active EE | $899 | $5,170-82.6% | $4,617-80.5% | $4,869-81.5% |
| Participant deferral / active EE | $3,721 | $6,343-41.3% | $5,984-37.8% | $5,287-29.6% |
| Admin fee / account holder | $686 | $9,817-93.0% | $8,357-91.8% | $10,132-93.2% |