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 | $11,991 | $144,119-91.7% | $117,854-89.8% | $147,584-91.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 17.10% | 531.15%-514.0pp | 335.08%-318.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,690 | $4,896-65.5% | $3,786-55.4% | $4,876-65.4% |
| Participant deferral / active EE | $2,985 | $5,316-43.8% | $4,482-33.4% | $5,439-45.1% |
| Admin fee / account holder | $3,070 | $10,886-71.8% | $8,020-61.7% | $10,885-71.8% |