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 6-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 | $9,944 | $81,900-87.9% | $119,609-91.7% | $68,494-85.5% |
| Participation rate | 35.8% | 71.9%-36.1pp | 79.3%-43.4pp | 67.9%-32.1pp |
| Annual return | 7.27% | -23.82%+31.1pp | -14.97%+22.2pp | -7.84%+15.1pp |
| Employer contribution / active EE | $976 | $2,693-63.8% | $4,232-76.9% | $2,596-62.4% |
| Participant deferral / active EE | $2,990 | $4,148-27.9% | $5,602-46.6% | $4,027-25.8% |
| Admin fee / account holder | $495 | $6,582-92.5% | $10,323-95.2% | $5,403-90.8% |