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 | $10,440 | $106,890-90.2% | $84,015-87.6% | $152,861-93.2% |
| Participation rate | 58.8% | 75.2%-16.4pp | 69.0%-10.2pp | 82.4%-23.6pp |
| Annual return | 25.99% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $525 | $2,734-80.8% | $1,983-73.5% | $4,762-89.0% |
| Participant deferral / active EE | $1,489 | $4,011-62.9% | $3,239-54.0% | $5,850-74.5% |
| Admin fee / account holder | $481 | $8,285-94.2% | $6,101-92.1% | $11,596-95.9% |