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 | $18,826 | $88,583-78.7% | $88,497-78.7% | $273,961-93.1% |
| Participation rate | 62.5% | 83.5%-21.0pp | 82.4%-19.9pp | 83.0%-20.5pp |
| Annual return | 15.07% | 5.68%+9.4pp | 7.63%+7.4pp | 41.45%-26.4pp |
| Employer contribution / active EE | $2,248 | $4,502-50.1% | $4,036-44.3% | $4,869-53.8% |
| Participant deferral / active EE | $6,589 | $4,891+34.7% | $4,899+34.5% | $5,287+24.6% |
| Admin fee / account holder | $535 | $8,980-94.0% | $6,220-91.4% | $10,132-94.7% |