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 | $12,224 | $144,119-91.5% | $117,854-89.6% | $147,584-91.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 12.96% | 531.15%-518.2pp | 335.08%-322.1pp | 578.55%-565.6pp |
| Employer contribution / active EE | $6,109 | $4,896+24.8% | $3,786+61.4% | $4,876+25.3% |
| Participant deferral / active EE | $12,749 | $5,316+139.8% | $4,482+184.5% | $5,439+134.4% |
| Admin fee / account holder | $10,756 | $10,886-1.2% | $8,020+34.1% | $10,885-1.2% |