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 | $22,222 | $91,538-75.7% | $129,995-82.9% | $75,163-70.4% |
| Participation rate | 47.5% | 71.4%-23.9pp | 78.5%-31.0pp | 67.2%-19.7pp |
| Annual return | 16.68% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,885 | $2,845-33.8% | $4,320-56.4% | $2,670-29.4% |
| Participant deferral / active EE | $3,223 | $4,341-25.7% | $5,820-44.6% | $4,125-21.9% |
| Admin fee / account holder | $1,217 | $6,790-82.1% | $10,614-88.5% | $5,651-78.5% |