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 | $22,752 | $58,828-61.3% | $77,999-70.8% | $62,891-63.8% |
| Participation rate | 45.8% | 71.1%-25.2pp | 75.5%-29.7pp | 69.3%-23.5pp |
| Annual return | 7.05% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,194 | $2,686-55.5% | $3,497-65.8% | $3,203-62.7% |
| Admin fee / account holder | $1,333 | $4,393-69.7% | $5,480-75.7% | $4,296-69.0% |