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 3-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 | $16,878 | $124,425-86.4% | $112,040-84.9% | $137,256-87.7% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 17.93% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,333 | $3,411-60.9% | $2,954-54.9% | $4,156-67.9% |
| Participant deferral / active EE | $2,373 | $5,718-58.5% | $5,098-53.4% | $6,407-63.0% |
| Admin fee / account holder | $380 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |