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 6-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 | $9,917 | $114,047-91.3% | $96,139-89.7% | $167,490-94.1% |
| Participation rate | 52.6% | 75.1%-22.4pp | 68.4%-15.8pp | 82.1%-29.5pp |
| Annual return | 153.50% | 189.88%-36.4pp | 191.94%-38.4pp | 478.56%-325.1pp |
| Employer contribution / active EE | $1,438 | $3,427-58.0% | $2,797-48.6% | $4,837-70.3% |
| Participant deferral / active EE | $2,115 | $5,194-59.3% | $4,349-51.4% | $6,341-66.6% |
| Admin fee / account holder | $1,080 | $6,897-84.3% | $5,537-80.5% | $12,309-91.2% |