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 5-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 | $15,516 | $84,556-81.7% | $116,228-86.7% | $74,304-79.1% |
| Participation rate | 65.4% | 66.0%-0.6pp | 74.6%-9.1pp | 60.3%+5.1pp |
| Annual return | 16.53% | 18.35%-1.8pp | 90.06%-73.5pp | 29.43%-12.9pp |
| Employer contribution / active EE | $694 | $2,168-68.0% | $2,994-76.8% | $2,241-69.0% |
| Participant deferral / active EE | $1,898 | $3,814-50.2% | $4,953-61.7% | $3,767-49.6% |
| Admin fee / account holder | $2,511 | $3,792-33.8% | $11,989-79.1% | $2,969-15.4% |