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 | $7,849 | $100,852-92.2% | $90,404-91.3% | $158,922-95.1% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 9.18% | 1724.20%-1715.0pp | 1293.02%-1283.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $578 | $3,689-84.3% | $3,262-82.3% | $4,761-87.9% |
| Participant deferral / active EE | $1,071 | $4,348-75.4% | $3,963-73.0% | $5,982-82.1% |
| Admin fee / account holder | $309 | $6,501-95.3% | $5,611-94.5% | $11,246-97.3% |