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 | $10,779 | $56,277-80.8% | $80,975-86.7% | $62,891-82.9% |
| Participation rate | 68.1% | 69.0%-0.9pp | 75.8%-7.7pp | 69.3%-1.2pp |
| Annual return | 12.86% | 22.12%-9.3pp | 17.10%-4.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,163 | $4,195-0.8% | $5,696-26.9% | $3,203+30.0% |
| Admin fee / account holder | $1,020 | $3,741-72.7% | $5,516-81.5% | $4,296-76.2% |