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 | $11,706 | $102,547-88.6% | $78,210-85.0% | $147,584-92.1% |
| Participation rate | 64.3% | 74.4%-10.1pp | 68.7%-4.4pp | 82.8%-18.5pp |
| Annual return | 31.09% | 51.08%-20.0pp | 40.90%-9.8pp | 578.55%-547.5pp |
| Employer contribution / active EE | $744 | $2,617-71.6% | $2,034-63.4% | $4,876-84.7% |
| Participant deferral / active EE | $4,120 | $3,481+18.4% | $2,823+46.0% | $5,439-24.2% |
| Admin fee / account holder | $398 | $5,059-92.1% | $3,758-89.4% | $10,885-96.3% |