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 | $13,525 | $52,836-74.4% | $105,738-87.2% | $64,186-78.9% |
| Participation rate | 40.9% | 66.5%-25.7pp | 76.3%-35.5pp | 69.6%-28.7pp |
| Annual return | -7.70% | 14.30%-22.0pp | 6.27%-14.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $934 | $1,827-48.9% | $3,268-71.4% | $2,381-60.8% |
| Participant deferral / active EE | $1,497 | $2,545-41.2% | $4,080-63.3% | $3,470-56.9% |
| Admin fee / account holder | $1,001 | $3,959-74.7% | $6,913-85.5% | $4,888-79.5% |