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 4-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 | $28,776 | $101,317-71.6% | $146,958-80.4% | $74,495-61.4% |
| Participation rate | 51.1% | 75.5%-24.4pp | 82.2%-31.0pp | 67.2%-16.1pp |
| Annual return | 18.53% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $2,026 | $3,810-46.8% | $4,933-58.9% | $2,623-22.8% |
| Participant deferral / active EE | $3,121 | $7,303-57.3% | $8,070-61.3% | $4,346-28.2% |
| Admin fee / account holder | $1,736 | $1,739-0.2% | $12,998-86.6% | $1,942-10.6% |