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 | $14,478 | $185,200-92.2% | $142,863-89.9% | $167,490-91.4% |
| Participation rate | 22.2% | 78.4%-56.2pp | 71.9%-49.7pp | 82.1%-59.9pp |
| Annual return | 10.56% | 8555.70%-8545.1pp | 5637.54%-5627.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,095 | $4,494-75.6% | $3,837-71.5% | $6,341-82.7% |
| Admin fee / account holder | $1,599 | $8,031-80.1% | $6,560-75.6% | $12,309-87.0% |