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 7-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 | $9,759 | $203,436-95.2% | $152,466-93.6% | $167,490-94.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 9.25% | 13.80%-4.5pp | 757.33%-748.1pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,583 | $5,220-69.7% | $4,327-63.4% | $4,837-67.3% |
| Participant deferral / active EE | $2,340 | $6,716-65.2% | $5,820-59.8% | $6,341-63.1% |
| Admin fee / account holder | $915 | $22,506-95.9% | $15,805-94.2% | $12,309-92.6% |