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 | $16,137 | $72,177-77.6% | $115,037-86.0% | $59,632-72.9% |
| Participation rate | 57.3% | 72.6%-15.2pp | 81.4%-24.0pp | 68.7%-11.3pp |
| Annual return | -1.52% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,044 | $4,783+26.4% | $6,026+0.3% | $3,192+89.4% |
| Admin fee / account holder | $858 | $4,927-82.6% | $8,175-89.5% | $4,297-80.0% |