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 | $7,991 | $169,032-95.3% | $129,207-93.8% | $145,922-94.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 8.27% | 14330.11%-14321.8pp | 9417.33%-9409.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $574 | $5,537-89.6% | $4,153-86.2% | $4,660-87.7% |
| Participant deferral / active EE | $1,839 | $4,987-63.1% | $4,168-55.9% | $6,688-72.5% |
| Admin fee / account holder | $4,816 | $9,954-51.6% | $7,715-37.6% | $13,397-64.0% |