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 | $10,384 | $65,365-84.1% | $92,893-88.8% | $72,985-85.8% |
| Participation rate | 67.6% | 68.3%-0.7pp | 76.0%-8.4pp | 69.5%-1.8pp |
| Annual return | 18.33% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,045 | $2,594-59.7% | $3,653-71.4% | $2,440-57.2% |
| Participant deferral / active EE | $1,611 | $3,128-48.5% | $4,236-62.0% | $3,607-55.3% |
| Admin fee / account holder | $368 | $4,251-91.3% | $5,794-93.6% | $5,124-92.8% |