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 | $7,316 | $109,817-93.3% | $98,442-92.6% | $167,490-95.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.14% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $582 | $3,224-81.9% | $2,960-80.3% | $4,837-88.0% |
| Participant deferral / active EE | $1,500 | $4,673-67.9% | $4,276-64.9% | $6,341-76.3% |
| Admin fee / account holder | $5,145 | $6,753-23.8% | $5,949-13.5% | $12,309-58.2% |