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 7-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 | $27,327 | $202,318-86.5% | $172,739-84.2% | $152,861-82.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 36.32% | 1029.65%-993.3pp | 802.84%-766.5pp | 345.32%-309.0pp |
| Employer contribution / active EE | $3,530 | $5,856-39.7% | $5,143-31.4% | $4,762-25.9% |
| Participant deferral / active EE | $10,665 | $5,948+79.3% | $5,198+105.2% | $5,850+82.3% |
| Admin fee / account holder | $7,424 | $17,109-56.6% | $13,954-46.8% | $11,596-36.0% |