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 5-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 | $8,567 | $86,286-90.1% | $111,297-92.3% | $85,850-90.0% |
| Participation rate | 69.0% | 73.3%-4.4pp | 77.3%-8.3pp | 69.3%-0.3pp |
| Annual return | 19.42% | 19.99%-0.6pp | 54.65%-35.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $818 | $2,043-60.0% | $2,731-70.1% | $2,565-68.1% |
| Participant deferral / active EE | $2,584 | $3,641-29.0% | $4,487-42.4% | $3,952-34.6% |
| Admin fee / account holder | $418 | $8,188-94.9% | $7,964-94.8% | $6,260-93.3% |