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 | $12,959 | $84,233-84.6% | $170,442-92.4% | $70,131-81.5% |
| Participation rate | 32.6% | 70.8%-38.2pp | 83.6%-51.0pp | 69.5%-37.0pp |
| Annual return | 18.76% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $472 | $3,387-86.1% | $5,433-91.3% | $2,342-79.9% |
| Participant deferral / active EE | $1,000 | $3,086-67.6% | $4,939-79.7% | $3,332-70.0% |
| Admin fee / account holder | $800 | $5,698-86.0% | $13,880-94.2% | $4,645-82.8% |