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 6-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 | $5,419 | $70,428-92.3% | $96,562-94.4% | $85,850-93.7% |
| Participation rate | 47.9% | 61.8%-13.9pp | 69.8%-21.9pp | 69.3%-21.4pp |
| Annual return | 29.59% | 18.59%+11.0pp | 37.78%-8.2pp | 318.53%-288.9pp |
| Employer contribution / active EE | $614 | $1,413-56.5% | $2,356-73.9% | $2,565-76.1% |
| Participant deferral / active EE | $1,654 | $2,894-42.8% | $3,849-57.0% | $3,952-58.1% |
| Admin fee / account holder | $457 | $4,997-90.9% | $6,181-92.6% | $6,260-92.7% |