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 | $15,514 | $198,466-92.2% | $170,442-90.9% | $147,584-89.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.61% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,730 | $6,184-55.9% | $5,433-49.8% | $4,876-44.0% |
| Participant deferral / active EE | $4,064 | $5,629-27.8% | $4,939-17.7% | $5,439-25.3% |
| Admin fee / account holder | $16,362 | $16,852-2.9% | $13,880+17.9% | $10,885+50.3% |