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 | $9,534 | $52,279-81.8% | $89,391-89.3% | $79,858-88.1% |
| Participation rate | 64.1% | 57.5%+6.5pp | 68.0%-3.9pp | 69.6%-5.6pp |
| Annual return | 20.89% | 22.16%-1.3pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $782 | $1,572-50.2% | $2,586-69.8% | $2,471-68.3% |
| Participant deferral / active EE | $1,449 | $2,740-47.1% | $3,890-62.7% | $3,740-61.3% |
| Admin fee / account holder | $842 | $3,356-74.9% | $4,881-82.8% | $5,306-84.1% |