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 4-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 | $4,639 | $48,230-90.4% | $67,502-93.1% | $80,856-94.3% |
| Participation rate | 36.8% | 66.4%-29.5pp | 72.9%-36.0pp | 67.6%-30.8pp |
| Annual return | 19.00% | 18.28%+0.7pp | 3512.12%-3493.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $977 | $2,924-66.6% | $4,000-75.6% | $4,296-77.2% |
| Admin fee / account holder | $309 | $3,681-91.6% | $3,998-92.3% | $6,918-95.5% |