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 | $17,665 | $175,202-89.9% | $149,673-88.2% | $139,434-87.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 26.52% | 166.71%-140.2pp | 134.42%-107.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,719 | $5,474-68.6% | $4,818-64.3% | $4,751-63.8% |
| Participant deferral / active EE | $2,929 | $6,519-55.1% | $5,680-48.4% | $6,710-56.3% |
| Admin fee / account holder | $1,170 | $16,150-92.8% | $13,210-91.1% | $11,403-89.7% |