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 | $101,724-74.1% | $164,813-84.0% | $80,856-67.4% |
| Participation rate | 48.1% | 71.8%-23.8pp | 78.6%-30.5pp | 67.6%-19.6pp |
| Annual return | 16.24% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,564 | $2,953-47.0% | $4,341-64.0% | $2,755-43.2% |
| Participant deferral / active EE | $2,124 | $4,477-52.6% | $6,031-64.8% | $4,296-50.6% |
| Admin fee / account holder | $3,076 | $8,227-62.6% | $12,690-75.8% | $6,918-55.5% |