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 | $29,235 | $209,411-86.0% | $178,490-83.6% | $158,922-81.6% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 12.80% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,139 | $5,706-62.5% | $5,011-57.3% | $4,761-55.1% |
| Participant deferral / active EE | $5,843 | $5,954-1.9% | $5,202+12.3% | $5,982-2.3% |
| Admin fee / account holder | $4,798 | $17,074-71.9% | $13,984-65.7% | $11,246-57.3% |