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 | $11,172 | $50,637-77.9% | $86,590-87.1% | $62,292-82.1% |
| Participation rate | 69.6% | 67.9%+1.8pp | 73.5%-3.9pp | 69.5%+0.1pp |
| Annual return | 41.52% | 20.80%+20.7pp | 964.84%-923.3pp | 28.90%+12.6pp |
| Employer contribution / active EE | $1,912 | $2,075-7.9% | $2,839-32.7% | $2,042-6.4% |
| Participant deferral / active EE | $2,839 | $2,611+8.7% | $3,609-21.3% | $3,169-10.4% |
| Admin fee / account holder | $599 | $413+44.9% | $4,906-87.8% | $479+24.9% |