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 | $20,516 | $93,571-78.1% | $135,903-84.9% | $75,163-72.7% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 27.49% | 30.90%-3.4pp | 68.23%-40.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,964 | $3,537-44.5% | $4,856-59.6% | $2,670-26.5% |
| Participant deferral / active EE | $5,022 | $6,404-21.6% | $7,758-35.3% | $4,125+21.7% |
| Admin fee / account holder | $818 | $6,975-88.3% | $10,762-92.4% | $5,651-85.5% |