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 | $13,715 | $176,377-92.2% | $134,143-89.8% | $158,922-91.4% |
| Participation rate | 11.1% | 78.7%-67.6pp | 72.2%-61.1pp | 82.0%-70.8pp |
| Annual return | 29.24% | 63.63%-34.4pp | 36.33%-7.1pp | 302.83%-273.6pp |
| Employer contribution / active EE | $136 | $5,040-97.3% | $3,704-96.3% | $4,761-97.1% |
| Participant deferral / active EE | $2,260 | $4,091-44.8% | $3,499-35.4% | $5,982-62.2% |
| Admin fee / account holder | $535 | $8,718-93.9% | $6,684-92.0% | $11,246-95.2% |