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 | $11,892 | $105,998-88.8% | $92,233-87.1% | $147,584-91.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 10.14% | 50.05%-39.9pp | 176.28%-166.1pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,863 | $4,333-57.0% | $3,679-49.4% | $4,876-61.8% |
| Participant deferral / active EE | $1,871 | $4,478-58.2% | $3,897-52.0% | $5,439-65.6% |
| Admin fee / account holder | $8,658 | $6,332+36.7% | $5,194+66.7% | $10,885-20.5% |