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 | $6,412 | $42,894-85.1% | $60,874-89.5% | $68,494-90.6% |
| Participation rate | 59.2% | 66.8%-7.6pp | 73.1%-13.9pp | 67.9%-8.7pp |
| Annual return | -1.20% | -13.98%+12.8pp | 16.90%-18.1pp | -7.84%+6.6pp |
| Employer contribution / active EE | $1,024 | $1,978-48.2% | $2,701-62.1% | $2,596-60.5% |
| Participant deferral / active EE | $1,978 | $2,867-31.0% | $3,817-48.2% | $4,027-50.9% |
| Admin fee / account holder | $1,066 | $3,101-65.6% | $3,224-66.9% | $5,403-80.3% |