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 | $13,289 | $85,766-84.5% | $136,294-90.3% | $70,131-81.1% |
| Participation rate | 43.1% | 74.2%-31.0pp | 81.9%-38.8pp | 69.5%-26.4pp |
| Annual return | 46.67% | 31.45%+15.2pp | 5155.94%-5109.3pp | 73.14%-26.5pp |
| Employer contribution / active EE | $1,315 | $2,966-55.7% | $4,695-72.0% | $2,342-43.9% |
| Participant deferral / active EE | $2,531 | $5,051-49.9% | $6,247-59.5% | $3,332-24.0% |
| Admin fee / account holder | $404 | $5,420-92.5% | $9,243-95.6% | $4,645-91.3% |