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 8-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 | $7,879 | $107,334-92.7% | $92,893-91.5% | $152,861-94.8% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 35.66% | 145.58%-109.9pp | 109.41%-73.7pp | 345.32%-309.7pp |
| Employer contribution / active EE | $1,953 | $4,221-53.7% | $3,653-46.5% | $4,762-59.0% |
| Participant deferral / active EE | $1,790 | $4,845-63.0% | $4,236-57.7% | $5,850-69.4% |
| Admin fee / account holder | $358 | $7,079-94.9% | $5,794-93.8% | $11,596-96.9% |