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 | $14,593 | $98,240-85.1% | $82,313-82.3% | $147,584-90.1% |
| Participation rate | 39.1% | 79.7%-40.6pp | 76.9%-37.8pp | 82.8%-43.7pp |
| Annual return | 19.43% | 30.85%-11.4pp | 25.88%-6.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $837 | $3,192-73.8% | $2,428-65.5% | $4,876-82.8% |
| Participant deferral / active EE | $2,456 | $4,383-44.0% | $3,706-33.7% | $5,439-54.8% |
| Admin fee / account holder | $1,259 | $8,563-85.3% | $5,608-77.5% | $10,885-88.4% |