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 | $6,136 | $35,183-82.6% | $73,545-91.7% | $70,131-91.3% |
| Participation rate | 24.1% | 42.9%-18.8pp | 54.9%-30.8pp | 69.5%-45.4pp |
| Annual return | 19.38% | 26.90%-7.5pp | -15.16%+34.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $115 | $709-83.7% | $1,219-90.5% | $2,342-95.1% |
| Participant deferral / active EE | $490 | $1,220-59.8% | $1,806-72.9% | $3,332-85.3% |
| Admin fee / account holder | $450 | $2,302-80.4% | $2,320-80.6% | $4,645-90.3% |