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 | $10,408 | $49,177-78.8% | $79,464-86.9% | $64,186-83.8% |
| Participation rate | 64.5% | 65.0%-0.5pp | 73.3%-8.8pp | 69.6%-5.1pp |
| Annual return | -4.66% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $810 | $2,076-61.0% | $2,800-71.1% | $2,381-66.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,871 | $3,839+52.9% | $5,113+14.8% | $4,888+20.1% |