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 | $5,169 | $57,281-91.0% | $86,612-94.0% | $75,163-93.1% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 15.42% | 2670.75%-2655.3pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $336 | $2,314-85.5% | $3,022-88.9% | $2,670-87.4% |
| Participant deferral / active EE | $1,270 | $3,318-61.7% | $4,438-71.4% | $4,125-69.2% |
| Admin fee / account holder | $2,282 | $4,112-44.5% | $5,614-59.4% | $5,651-59.6% |