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 7-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 | $31,115 | $138,347-77.5% | $184,203-83.1% | $80,856-61.5% |
| Participation rate | 60.5% | 83.9%-23.3pp | 86.8%-26.3pp | 67.6%-7.1pp |
| Annual return | 15.64% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,196 | $4,850-54.7% | $6,427-65.8% | $2,755-20.3% |
| Participant deferral / active EE | $5,438 | $7,071-23.1% | $9,131-40.4% | $4,296+26.6% |
| Admin fee / account holder | $686 | $10,483-93.5% | $13,901-95.1% | $6,918-90.1% |