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 | $15,973 | $93,571-82.9% | $135,903-88.2% | $75,163-78.7% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 31.06% | 30.90%+0.2pp | 68.23%-37.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $2,098 | $3,537-40.7% | $4,856-56.8% | $2,670-21.4% |
| Participant deferral / active EE | $3,748 | $6,404-41.5% | $7,758-51.7% | $4,125-9.1% |
| Admin fee / account holder | $11,255 | $6,975+61.4% | $10,762+4.6% | $5,651+99.2% |