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 | $9,189 | $58,577-84.3% | $83,333-89.0% | $64,186-85.7% |
| Participation rate | 54.5% | 72.0%-17.5pp | 77.8%-23.2pp | 69.6%-15.0pp |
| Annual return | -1.60% | 9.65%-11.2pp | 10.63%-12.2pp | 7.63%-9.2pp |
| Employer contribution / active EE | $338 | $2,098-83.9% | $3,379-90.0% | $2,381-85.8% |
| Participant deferral / active EE | $2,243 | $4,654-51.8% | $5,565-59.7% | $3,470-35.4% |
| Admin fee / account holder | $1,737 | $9,275-81.3% | $7,510-76.9% | $4,888-64.5% |