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 | $15,483 | $43,723-64.6% | $121,196-87.2% | $64,186-75.9% |
| Participation rate | 35.1% | 58.3%-23.3pp | 71.7%-36.7pp | 69.6%-34.5pp |
| Annual return | -1.05% | 68.91%-70.0pp | 16.93%-18.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $717 | $1,296-44.7% | $4,022-82.2% | $2,381-69.9% |
| Participant deferral / active EE | $1,292 | $2,280-43.3% | $3,344-61.4% | $3,470-62.8% |
| Admin fee / account holder | $525 | $3,501-85.0% | $5,019-89.5% | $4,888-89.3% |