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 | $21,985 | $209,411-89.5% | $178,490-87.7% | $158,922-86.2% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 18.92% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,272 | $5,706-42.7% | $5,011-34.7% | $4,761-31.3% |
| Participant deferral / active EE | $3,969 | $5,954-33.3% | $5,202-23.7% | $5,982-33.6% |
| Admin fee / account holder | $2,545 | $17,074-85.1% | $13,984-81.8% | $11,246-77.4% |