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 3-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 | $3,606 | $56,053-93.6% | $75,972-95.3% | $80,856-95.5% |
| Participation rate | 48.5% | 62.0%-13.5pp | 69.1%-20.6pp | 67.6%-19.2pp |
| Annual return | 17.00% | 20.53%-3.5pp | 359.55%-342.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,292 | $1,874-31.1% | $2,685-51.9% | $2,755-53.1% |
| Participant deferral / active EE | $2,182 | $3,052-28.5% | $4,255-48.7% | $4,296-49.2% |
| Admin fee / account holder | $463 | $5,234-91.2% | $6,467-92.8% | $6,918-93.3% |