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 4-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 | $4,497 | $159,901-97.2% | $146,958-96.9% | $145,922-96.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.11% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,019 | $5,286-42.9% | $4,933-38.8% | $4,660-35.2% |
| Participant deferral / active EE | $3,889 | $8,428-53.9% | $8,070-51.8% | $6,688-41.8% |
| Admin fee / account holder | $412 | $15,044-97.3% | $12,998-96.8% | $13,397-96.9% |