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 | $8,700 | $55,706-84.4% | $75,886-88.5% | $72,985-88.1% |
| Participation rate | 54.5% | 61.1%-6.6pp | 69.3%-14.7pp | 69.5%-14.9pp |
| Annual return | 35.00% | 27.59%+7.4pp | 30.76%+4.2pp | 81.00%-46.0pp |
| Employer contribution / active EE | $1,656 | $1,687-1.8% | $2,500-33.8% | $2,440-32.1% |
| Participant deferral / active EE | $2,785 | $2,634+5.7% | $3,603-22.7% | $3,607-22.8% |
| Admin fee / account holder | $1,474 | $3,978-62.9% | $5,418-72.8% | $5,124-71.2% |