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 | $3,387 | $169,032-98.0% | $129,207-97.4% | $145,922-97.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 16.60% | 14330.11%-14313.5pp | 9417.33%-9400.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $401 | $5,537-92.8% | $4,153-90.3% | $4,660-91.4% |
| Participant deferral / active EE | $401 | $4,987-92.0% | $4,168-90.4% | $6,688-94.0% |
| Admin fee / account holder | $652 | $9,954-93.5% | $7,715-91.5% | $13,397-95.1% |