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 7-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 | $19,113 | $95,453-80.0% | $112,040-82.9% | $82,448-76.8% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 18.60% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,497 | $2,318-35.4% | $2,954-49.3% | $2,551-41.3% |
| Participant deferral / active EE | $2,152 | $4,224-49.1% | $5,098-57.8% | $4,139-48.0% |
| Admin fee / account holder | $2,307 | $9,013-74.4% | $12,098-80.9% | $7,234-68.1% |