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 8-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 | $12,120 | $55,706-78.2% | $75,886-84.0% | $72,985-83.4% |
| Participation rate | 33.3% | 61.1%-27.8pp | 69.3%-35.9pp | 69.5%-36.2pp |
| Annual return | 38.05% | 27.59%+10.5pp | 30.76%+7.3pp | 81.00%-43.0pp |
| Employer contribution / active EE | $1,553 | $1,687-7.9% | $2,500-37.9% | $2,440-36.4% |
| Participant deferral / active EE | $1,640 | $2,634-37.7% | $3,603-54.5% | $3,607-54.5% |
| Admin fee / account holder | $634 | $3,978-84.1% | $5,418-88.3% | $5,124-87.6% |