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 | $9,304 | $106,515-91.3% | $96,683-90.4% | $139,434-93.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 12.96% | 38.43%-25.5pp | 35.69%-22.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,003 | $4,103-75.6% | $3,737-73.2% | $4,751-78.9% |
| Participant deferral / active EE | $1,715 | $5,454-68.6% | $4,878-64.9% | $6,710-74.4% |
| Admin fee / account holder | $2,254 | $7,877-71.4% | $6,730-66.5% | $11,403-80.2% |