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 | $9,318 | $81,632-88.6% | $70,449-86.8% | $158,922-94.1% |
| Participation rate | 53.8% | 77.7%-23.9pp | 75.1%-21.2pp | 82.0%-28.1pp |
| Annual return | 8.48% | 208.40%-199.9pp | 109.03%-100.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $391 | $3,217-87.8% | $2,737-85.7% | $4,761-91.8% |
| Participant deferral / active EE | $960 | $4,554-78.9% | $3,709-74.1% | $5,982-84.0% |
| Admin fee / account holder | $1,819 | $6,193-70.6% | $3,845-52.7% | $11,246-83.8% |