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 9-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 | $13,982 | $63,346-77.9% | $92,233-84.8% | $70,131-80.1% |
| Participation rate | 44.2% | 68.7%-24.5pp | 76.5%-32.3pp | 69.5%-25.4pp |
| Annual return | 15.71% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,257 | $2,471-49.1% | $3,679-65.8% | $2,342-46.4% |
| Participant deferral / active EE | $2,486 | $2,854-12.9% | $3,897-36.2% | $3,332-25.4% |
| Admin fee / account holder | $850 | $3,840-77.9% | $5,194-83.6% | $4,645-81.7% |