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 | $8,359 | $90,600-90.8% | $79,464-89.5% | $135,375-93.8% |
| Participation rate | 46.2% | 76.0%-29.9pp | 73.3%-27.2pp | 82.6%-36.5pp |
| Annual return | -9.67% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $861 | $3,068-71.9% | $2,800-69.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,117 | $4,050-72.4% | $3,704-69.8% | $5,609-80.1% |
| Admin fee / account holder | $1,013 | $5,907-82.8% | $5,113-80.2% | $10,827-90.6% |