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 | $18,248 | $78,422-76.7% | $95,952-81.0% | $79,858-77.1% |
| Participation rate | 59.6% | 73.5%-13.9pp | 77.1%-17.5pp | 69.6%-10.1pp |
| Annual return | 68.32% | 19.37%+48.9pp | 91.61%-23.3pp | 31.71%+36.6pp |
| Employer contribution / active EE | $1,191 | $1,945-38.8% | $2,541-53.1% | $2,471-51.8% |
| Participant deferral / active EE | $2,353 | $3,440-31.6% | $4,167-43.5% | $3,740-37.1% |
| Admin fee / account holder | $748 | $5,622-86.7% | $6,795-89.0% | $5,306-85.9% |