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 10-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 | $13,350 | $53,777-75.2% | $134,143-90.0% | $79,858-83.3% |
| Participation rate | 34.3% | 58.8%-24.5pp | 72.2%-37.9pp | 69.6%-35.3pp |
| Annual return | 13.79% | 19.01%-5.2pp | 36.33%-22.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $586 | $1,321-55.6% | $3,704-84.2% | $2,471-76.3% |
| Participant deferral / active EE | $900 | $2,420-62.8% | $3,499-74.3% | $3,740-75.9% |
| Admin fee / account holder | $2,672 | $3,984-32.9% | $6,684-60.0% | $5,306-49.6% |