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 | $6,652 | $75,828-91.2% | $147,614-95.5% | $59,632-88.8% |
| Participation rate | 68.8% | 71.6%-2.8pp | 84.6%-15.9pp | 68.7%+0.1pp |
| Annual return | 15.33% | 0.37%+15.0pp | 61.98%-46.7pp | 2041.28%-2026.0pp |
| Employer contribution / active EE | $1,238 | $3,485-64.5% | $5,564-77.8% | $2,203-43.8% |
| Participant deferral / active EE | $2,019 | $3,130-35.5% | $4,895-58.8% | $3,192-36.7% |
| Admin fee / account holder | $313 | $5,985-94.8% | $11,611-97.3% | $4,297-92.7% |