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 | $15,789 | $78,705-79.9% | $117,854-86.6% | $70,131-77.5% |
| Participation rate | 38.7% | 73.2%-34.5pp | 79.7%-41.0pp | 69.5%-30.8pp |
| Annual return | 19.14% | 23.30%-4.2pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,244 | $2,223-44.1% | $3,786-67.1% | $2,342-46.9% |
| Participant deferral / active EE | $1,788 | $3,297-45.8% | $4,482-60.1% | $3,332-46.3% |
| Admin fee / account holder | $410 | $5,065-91.9% | $8,020-94.9% | $4,645-91.2% |