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 3-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 | $9,522 | $49,915-80.9% | $154,803-93.8% | $74,304-87.2% |
| Participation rate | 51.1% | 54.0%-2.8pp | 78.1%-26.9pp | 60.3%-9.2pp |
| Annual return | 40.57% | 34.06%+6.5pp | 58.88%-18.3pp | 29.43%+11.1pp |
| Employer contribution / active EE | $865 | $1,611-46.3% | $4,305-79.9% | $2,241-61.4% |
| Participant deferral / active EE | $1,381 | $2,255-38.7% | $5,540-75.1% | $3,767-63.3% |
| Admin fee / account holder | $2,043 | $2,189-6.7% | $14,329-85.7% | $2,969-31.2% |