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 | $16,713 | $56,277-70.3% | $80,975-79.4% | $62,891-73.4% |
| Participation rate | 57.1% | 69.0%-11.8pp | 75.8%-18.7pp | 69.3%-12.2pp |
| Annual return | 8.43% | 22.12%-13.7pp | 17.10%-8.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $787 | $1,943-59.5% | $3,714-78.8% | $2,281-65.5% |
| Participant deferral / active EE | $1,813 | $4,195-56.8% | $5,696-68.2% | $3,203-43.4% |
| Admin fee / account holder | $3,840 | $3,741+2.7% | $5,516-30.4% | $4,296-10.6% |