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 | $22,988 | $150,440-84.7% | $136,294-83.1% | $147,584-84.4% |
| Participation rate | 22.7% | 84.4%-61.7pp | 81.9%-59.2pp | 82.8%-60.1pp |
| Annual return | 11.65% | 1049.08%-1037.4pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,276 | $5,256-75.7% | $4,695-72.8% | $4,876-73.8% |
| Participant deferral / active EE | $2,185 | $6,630-67.0% | $6,247-65.0% | $5,439-59.8% |
| Admin fee / account holder | $3,468 | $10,905-68.2% | $9,243-62.5% | $10,885-68.1% |