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 | $7,879 | $171,865-95.4% | $149,718-94.7% | $147,584-94.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 93.66% | 2113.22%-2019.6pp | 1501.63%-1408.0pp | 578.55%-484.9pp |
| Employer contribution / active EE | $2,921 | $6,275-53.5% | $5,445-46.4% | $4,876-40.1% |
| Participant deferral / active EE | $3,640 | $7,271-49.9% | $6,569-44.6% | $5,439-33.1% |
| Admin fee / account holder | $454 | $13,799-96.7% | $11,283-96.0% | $10,885-95.8% |