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 | $24,118 | $59,417-59.4% | $93,606-74.2% | $74,495-67.6% |
| Participation rate | 46.6% | 59.7%-13.1pp | 68.7%-22.1pp | 67.2%-20.6pp |
| Annual return | 12.36% | 81.83%-69.5pp | 133.20%-120.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,340 | $1,264+6.1% | $2,420-44.6% | $2,623-48.9% |
| Participant deferral / active EE | $2,096 | $3,050-31.3% | $4,411-52.5% | $4,346-51.8% |
| Admin fee / account holder | $940 | $3,021-68.9% | $8,285-88.7% | $1,942-51.6% |