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 | $19,184 | $185,822-89.7% | $169,993-88.7% | $139,434-86.2% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 41.04% | 60.50%-19.5pp | 53.37%-12.3pp | 372.94%-331.9pp |
| Employer contribution / active EE | $3,837 | $7,590-49.5% | $6,785-43.5% | $4,751-19.2% |
| Participant deferral / active EE | $4,357 | $11,622-62.5% | $10,408-58.1% | $6,710-35.1% |
| Admin fee / account holder | $646 | $15,381-95.8% | $12,815-95.0% | $11,403-94.3% |