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 | $17,325 | $82,032-78.9% | $123,104-85.9% | $59,632-70.9% |
| Participation rate | 61.3% | 83.2%-21.9pp | 86.8%-25.5pp | 68.7%-7.4pp |
| Annual return | 1.85% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $3,223 | $3,297-2.2% | $5,151-37.4% | $2,203+46.3% |
| Participant deferral / active EE | $4,593 | $4,667-1.6% | $6,230-26.3% | $3,192+43.9% |
| Admin fee / account holder | $2,089 | $5,881-64.5% | $9,015-76.8% | $4,297-51.4% |