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 | $18,444 | $85,766-78.5% | $136,294-86.5% | $70,131-73.7% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 80.76% | 31.45%+49.3pp | 5155.94%-5075.2pp | 73.14%+7.6pp |
| Employer contribution / active EE | $1,511 | $2,966-49.1% | $4,695-67.8% | $2,342-35.5% |
| Participant deferral / active EE | $2,642 | $5,051-47.7% | $6,247-57.7% | $3,332-20.7% |
| Admin fee / account holder | $723 | $5,420-86.7% | $9,243-92.2% | $4,645-84.4% |