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 | $18,657 | $78,672-76.3% | $109,143-82.9% | $85,850-78.3% |
| Participation rate | 39.1% | 68.3%-29.1pp | 75.9%-36.7pp | 69.3%-30.2pp |
| Annual return | 27.88% | 25.09%+2.8pp | 25.75%+2.1pp | 318.53%-290.6pp |
| Employer contribution / active EE | $854 | $2,735-68.8% | $3,722-77.1% | $2,565-66.7% |
| Participant deferral / active EE | $3,315 | $3,467-4.4% | $4,653-28.8% | $3,952-16.1% |
| Admin fee / account holder | $1,443 | $5,469-73.6% | $6,752-78.6% | $6,260-76.9% |