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 | $16,086 | $65,365-75.4% | $92,893-82.7% | $72,985-78.0% |
| Participation rate | 52.4% | 68.3%-15.9pp | 76.0%-23.6pp | 69.5%-17.1pp |
| Annual return | 31.62% | 42.10%-10.5pp | 109.41%-77.8pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,649 | $2,594-36.4% | $3,653-54.8% | $2,440-32.4% |
| Participant deferral / active EE | $3,995 | $3,128+27.7% | $4,236-5.7% | $3,607+10.7% |
| Admin fee / account holder | $897 | $4,251-78.9% | $5,794-84.5% | $5,124-82.5% |