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 | $3,741 | $92,703-96.0% | $82,719-95.5% | $134,475-97.2% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -9.17% | 944.92%-954.1pp | 701.18%-710.3pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,000 | $3,274-69.4% | $3,009-66.8% | $4,740-78.9% |
| Participant deferral / active EE | $1,400 | $4,802-70.8% | $4,395-68.1% | $6,400-78.1% |
| Admin fee / account holder | $28,558 | $5,983+377.4% | $5,329+435.9% | $11,426+149.9% |