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 | $25,685 | $86,929-70.5% | $102,423-74.9% | $80,856-68.2% |
| Participation rate | 54.4% | 72.4%-18.0pp | 76.5%-22.1pp | 67.6%-13.3pp |
| Annual return | 31.13% | 18.88%+12.2pp | 29.32%+1.8pp | 35.59%-4.5pp |
| Employer contribution / active EE | $1,653 | $2,369-30.2% | $3,023-45.3% | $2,755-40.0% |
| Participant deferral / active EE | $2,219 | $4,118-46.1% | $5,053-56.1% | $4,296-48.3% |
| Admin fee / account holder | $804 | $8,049-90.0% | $9,451-91.5% | $6,918-88.4% |