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 | $33,485 | $109,413-69.4% | $156,263-78.6% | $84,808-60.5% |
| Participation rate | 42.9% | 72.7%-29.8pp | 78.9%-36.1pp | 68.3%-25.5pp |
| Annual return | 16.58% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $924 | $2,907-68.2% | $4,333-78.7% | $2,631-64.9% |
| Participant deferral / active EE | $2,121 | $4,590-53.8% | $6,158-65.6% | $4,212-49.6% |
| Admin fee / account holder | $2,252 | $9,357-75.9% | $14,255-84.2% | $7,344-69.3% |