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 | $5,783 | $76,000-92.4% | $154,107-96.2% | $64,186-91.0% |
| Participation rate | 67.9% | 70.4%-2.5pp | 83.0%-15.1pp | 69.6%-1.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $660 | $3,351-80.3% | $5,298-87.5% | $2,381-72.3% |
| Participant deferral / active EE | $1,922 | $3,175-39.5% | $5,081-62.2% | $3,470-44.6% |
| Admin fee / account holder | $2,318 | $5,596-58.6% | $13,411-82.7% | $4,888-52.6% |