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 8-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 | $14,322 | $59,839-76.1% | $81,983-82.5% | $79,858-82.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 25.41% | 17.56%+7.8pp | 41.31%-15.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,445 | $1,713-15.7% | $2,498-42.2% | $2,471-41.5% |
| Participant deferral / active EE | $1,642 | $2,695-39.1% | $3,722-55.9% | $3,740-56.1% |
| Admin fee / account holder | $2,431 | $4,287-43.3% | $5,664-57.1% | $5,306-54.2% |