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 4-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 | $6,501 | $37,393-82.6% | $77,024-91.6% | $66,914-90.3% |
| Participation rate | 17.8% | 52.9%-35.0pp | 67.9%-50.1pp | 69.8%-52.0pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $484 | $1,531-68.4% | $2,812-82.8% | $2,544-81.0% |
| Participant deferral / active EE | $1,125 | $2,617-57.0% | $4,426-74.6% | $4,237-73.4% |
| Admin fee / account holder | $481 | $567-15.1% | $5,425-91.1% | $593-18.9% |