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 | $25,771 | $180,449-85.7% | $154,107-83.3% | $135,375-81.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.84% | 888.09%-895.9pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,763 | $6,035-54.2% | $5,298-47.8% | $4,779-42.2% |
| Participant deferral / active EE | $7,452 | $5,806+28.4% | $5,081+46.7% | $5,609+32.9% |
| Admin fee / account holder | $1,709 | $16,143-89.4% | $13,411-87.3% | $10,827-84.2% |