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 | $35,328 | $96,484-63.4% | $156,263-77.4% | $74,304-52.5% |
| Participation rate | 61.5% | 67.7%-6.2pp | 78.9%-17.4pp | 60.3%+1.1pp |
| Annual return | 15.69% | 17.73%-2.0pp | 59.47%-43.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $971 | $2,528-61.6% | $4,333-77.6% | $2,241-56.7% |
| Participant deferral / active EE | $3,113 | $4,286-27.4% | $6,158-49.4% | $3,767-17.4% |
| Admin fee / account holder | $4,223 | $3,728+13.3% | $14,255-70.4% | $2,969+42.2% |