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 | $13,156 | $70,428-81.3% | $96,562-86.4% | $85,850-84.7% |
| Participation rate | 69.2% | 61.8%+7.4pp | 69.8%-0.6pp | 69.3%-0.1pp |
| Annual return | 22.94% | 18.59%+4.3pp | 37.78%-14.8pp | 318.53%-295.6pp |
| Employer contribution / active EE | $2,609 | $1,413+84.6% | $2,356+10.7% | $2,565+1.7% |
| Participant deferral / active EE | $2,223 | $2,894-23.2% | $3,849-42.2% | $3,952-43.7% |
| Admin fee / account holder | $1,045 | $4,997-79.1% | $6,181-83.1% | $6,260-83.3% |