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 6-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 | $14,051 | $214,378-93.4% | $200,582-93.0% | $142,382-90.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 22.71% | 46.41%-23.7pp | 42.33%-19.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,902 | $6,841-28.3% | $6,419-23.6% | $4,299+14.0% |
| Participant deferral / active EE | $7,744 | $9,865-21.5% | $9,331-17.0% | $6,507+19.0% |
| Admin fee / account holder | $11,961 | $17,692-32.4% | $16,305-26.6% | $12,624-5.3% |