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 | $10,698 | $57,354-81.3% | $83,848-87.2% | $64,186-83.3% |
| Participation rate | 63.4% | 68.6%-5.2pp | 76.1%-12.7pp | 69.6%-6.2pp |
| Annual return | -2.53% | 11.38%-13.9pp | 850.88%-853.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,448 | $2,545-43.1% | $3,631-60.1% | $2,381-39.2% |
| Participant deferral / active EE | $2,050 | $2,993-31.5% | $4,082-49.8% | $3,470-40.9% |
| Admin fee / account holder | $333 | $4,046-91.8% | $5,478-93.9% | $4,888-93.2% |