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 | $26,351 | $101,763-74.1% | $164,866-84.0% | $80,874-67.4% |
| Participation rate | 48.1% | 71.8%-23.7pp | 78.6%-30.5pp | 67.6%-19.6pp |
| Annual return | 16.24% | 16.73%-0.5pp | 69.97%-53.7pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,564 | $2,954-47.1% | $4,343-64.0% | $2,756-43.2% |
| Participant deferral / active EE | $2,124 | $4,477-52.6% | $6,033-64.8% | $4,297-50.6% |
| Admin fee / account holder | $3,076 | $8,228-62.6% | $12,689-75.8% | $6,935-55.6% |