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 | $9,944 | $72,277-86.2% | $101,248-90.2% | $79,858-87.5% |
| Participation rate | 46.4% | 68.5%-22.0pp | 75.8%-29.4pp | 69.6%-23.2pp |
| Annual return | 20.99% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $770 | $2,692-71.4% | $3,660-79.0% | $2,471-68.9% |
| Participant deferral / active EE | $1,558 | $3,282-52.5% | $4,370-64.3% | $3,740-58.3% |
| Admin fee / account holder | $447 | $4,400-89.8% | $5,945-92.5% | $5,306-91.6% |