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 | $5,621 | $84,233-93.3% | $170,442-96.7% | $70,131-92.0% |
| Participation rate | 46.9% | 70.8%-23.9pp | 83.6%-36.7pp | 69.5%-22.6pp |
| Annual return | 21.97% | 23.06%-1.1pp | 205.93%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,213 | $3,086-60.7% | $4,939-75.4% | $3,332-63.6% |
| Admin fee / account holder | $1,355 | $5,698-76.2% | $13,880-90.2% | $4,645-70.8% |