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 | $9,276 | $157,256-94.1% | $141,162-93.4% | $152,861-93.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 29.94% | 64.32%-34.4pp | 71.39%-41.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,245 | $5,261-76.3% | $4,735-73.7% | $4,762-73.9% |
| Participant deferral / active EE | $2,630 | $7,109-63.0% | $6,709-60.8% | $5,850-55.1% |
| Admin fee / account holder | $1,073 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |