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 | $12,853 | $62,672-79.5% | $185,117-93.1% | $70,131-81.7% |
| Participation rate | 66.2% | 63.8%+2.4pp | 77.3%-11.1pp | 69.5%-3.3pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $834 | $1,753-52.4% | $4,182-80.0% | $2,342-64.4% |
| Participant deferral / active EE | $1,498 | $3,272-54.2% | $5,045-70.3% | $3,332-55.0% |
| Admin fee / account holder | $732 | $3,932-81.4% | $8,159-91.0% | $4,645-84.3% |