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 9-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 | $15,833 | $83,477-81.0% | $125,175-87.4% | $72,985-78.3% |
| Participation rate | 37.3% | 73.3%-36.0pp | 79.8%-42.4pp | 69.5%-32.1pp |
| Annual return | 29.34% | 25.78%+3.6pp | 43.79%-14.4pp | 81.00%-51.7pp |
| Employer contribution / active EE | $648 | $2,345-72.4% | $3,865-83.2% | $2,440-73.4% |
| Participant deferral / active EE | $1,958 | $3,585-45.4% | $4,937-60.3% | $3,607-45.7% |
| Admin fee / account holder | $1,064 | $5,517-80.7% | $9,702-89.0% | $5,124-79.2% |