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 | $27,607 | $101,317-72.8% | $146,958-81.2% | $74,495-62.9% |
| Participation rate | 54.1% | 75.5%-21.4pp | 82.2%-28.1pp | 67.2%-13.1pp |
| Annual return | 17.43% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,319 | $3,810-39.1% | $4,933-53.0% | $2,623-11.6% |
| Participant deferral / active EE | $3,550 | $7,303-51.4% | $8,070-56.0% | $4,346-18.3% |
| Admin fee / account holder | $6,439 | $1,739+270.3% | $12,998-50.5% | $1,942+231.6% |