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 6-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 | $9,304 | $114,047-91.8% | $96,139-90.3% | $167,490-94.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 275.32% | 189.88%+85.4pp | 191.94%+83.4pp | 478.56%-203.2pp |
| Employer contribution / active EE | $1,226 | $3,427-64.2% | $2,797-56.2% | $4,837-74.7% |
| Participant deferral / active EE | $3,867 | $5,194-25.6% | $4,349-11.1% | $6,341-39.0% |
| Admin fee / account holder | $598 | $6,897-91.3% | $5,537-89.2% | $12,309-95.1% |