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 | $10,845 | $49,173-77.9% | $121,098-91.0% | $75,163-85.6% |
| Participation rate | 10.0% | 55.4%-45.4pp | 69.5%-59.5pp | 67.2%-57.2pp |
| Annual return | 14.50% | 55.99%-41.5pp | 985.75%-971.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $978 | $2,628-62.8% | $4,080-76.0% | $4,125-76.3% |
| Admin fee / account holder | $13,399 | $3,942+239.9% | $5,644+137.4% | $5,651+137.1% |