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 | $27,637 | $94,529-70.8% | $140,016-80.3% | $64,186-56.9% |
| Participation rate | 52.8% | 84.1%-31.3pp | 87.5%-34.7pp | 69.6%-16.7pp |
| Annual return | -5.69% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,443 | $3,812-62.2% | $5,606-74.3% | $2,381-39.4% |
| Participant deferral / active EE | $2,654 | $5,250-49.4% | $6,927-61.7% | $3,470-23.5% |
| Admin fee / account holder | $3,228 | $6,741-52.1% | $10,705-69.8% | $4,888-34.0% |