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 | $17,012 | $63,346-73.1% | $92,233-81.6% | $70,131-75.7% |
| Participation rate | 30.0% | 68.7%-38.7pp | 76.5%-46.5pp | 69.5%-39.5pp |
| Annual return | 20.65% | 530.12%-509.5pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $820 | $2,471-66.8% | $3,679-77.7% | $2,342-65.0% |
| Participant deferral / active EE | $1,253 | $2,854-56.1% | $3,897-67.8% | $3,332-62.4% |
| Admin fee / account holder | $2,520 | $3,840-34.4% | $5,194-51.5% | $4,645-45.8% |