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 | $4,572 | $90,503-94.9% | $78,689-94.2% | $273,961-98.3% |
| Participation rate | 68.4% | 76.5%-8.1pp | 73.6%-5.1pp | 83.0%-14.6pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $426 | $3,176-86.6% | $2,851-85.0% | $4,869-91.2% |
| Participant deferral / active EE | $1,113 | $3,901-71.5% | $3,517-68.3% | $5,287-78.9% |
| Admin fee / account holder | $4,701 | $5,263-10.7% | $4,510+4.2% | $10,132-53.6% |