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 | $7,299 | $26,805-72.8% | $59,496-87.7% | $52,331-86.1% |
| Participation rate | 49.1% | 39.3%+9.7pp | 54.6%-5.5pp | 68.1%-19.0pp |
| Annual return | 5.41% | 2.61%+2.8pp | 182.05%-176.6pp | 4.54%+0.9pp |
| Employer contribution / active EE | $534 | $450+18.6% | $1,153-53.7% | $1,882-71.6% |
| Participant deferral / active EE | $633 | $916-31.0% | $1,829-65.4% | $3,022-79.1% |
| Admin fee / account holder | $425 | $305+39.3% | $2,232-81.0% | $592-28.2% |