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 6-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 | $19,939 | $65,246-69.4% | $98,716-79.8% | $67,986-70.7% |
| Participation rate | 46.6% | 51.4%-4.8pp | 69.3%-22.7pp | 57.2%-10.6pp |
| Annual return | 14.58% | 20.58%-6.0pp | 31.81%-17.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $325 | $1,042-68.8% | $2,279-85.7% | $2,019-83.9% |
| Participant deferral / active EE | $1,167 | $2,594-55.0% | $4,048-71.2% | $3,358-65.3% |
| Admin fee / account holder | $2,152 | $4,561-52.8% | $8,703-75.3% | $3,203-32.8% |