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 | $10,535 | $71,050-85.2% | $93,606-88.7% | $80,856-87.0% |
| Participation rate | 42.0% | 60.4%-18.4pp | 68.7%-26.7pp | 67.6%-25.6pp |
| Annual return | 25.85% | 11.26%+14.6pp | 133.20%-107.3pp | 35.59%-9.7pp |
| Employer contribution / active EE | $802 | $1,564-48.7% | $2,420-66.8% | $2,755-70.9% |
| Participant deferral / active EE | $1,527 | $4,034-62.1% | $4,411-65.4% | $4,296-64.5% |
| Admin fee / account holder | $1,807 | $6,945-74.0% | $8,285-78.2% | $6,918-73.9% |