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 8-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 | $20,271 | $157,256-87.1% | $141,162-85.6% | $152,861-86.7% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.4%-52.4pp |
| Annual return | 27.75% | 64.32%-36.6pp | 71.39%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,372 | $5,261-73.9% | $4,735-71.0% | $4,762-71.2% |
| Participant deferral / active EE | $4,487 | $7,109-36.9% | $6,709-33.1% | $5,850-23.3% |
| Admin fee / account holder | $550 | $12,120-95.5% | $10,261-94.6% | $11,596-95.3% |