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 | $18,789 | $149,679-87.4% | $117,039-83.9% | $147,584-87.3% |
| Participation rate | 55.6% | 83.5%-27.9pp | 77.2%-21.6pp | 82.8%-27.3pp |
| Annual return | 12.18% | 19.31%-7.1pp | 18.95%-6.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,678 | $4,937-66.0% | $3,785-55.7% | $4,876-65.6% |
| Participant deferral / active EE | $2,322 | $4,912-52.7% | $3,929-40.9% | $5,439-57.3% |
| Admin fee / account holder | $1,195 | $7,856-84.8% | $5,974-80.0% | $10,885-89.0% |