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 | $17,076 | $73,004-76.6% | $90,749-81.2% | $68,494-75.1% |
| Participation rate | 41.6% | 70.8%-29.3pp | 75.7%-34.1pp | 67.9%-26.3pp |
| Annual return | -15.50% | -13.81%-1.7pp | -12.16%-3.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,897 | $2,193-13.5% | $2,921-35.0% | $2,596-26.9% |
| Participant deferral / active EE | $3,080 | $3,627-15.1% | $4,564-32.5% | $4,027-23.5% |
| Admin fee / account holder | $2,891 | $5,896-51.0% | $8,445-65.8% | $5,403-46.5% |