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 9-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 | $29,189 | $86,929-66.4% | $102,423-71.5% | $80,856-63.9% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.6%+0.2pp |
| Annual return | 13.40% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,369 | $2,369-42.2% | $3,023-54.7% | $2,755-50.3% |
| Participant deferral / active EE | $1,967 | $4,118-52.2% | $5,053-61.1% | $4,296-54.2% |
| Admin fee / account holder | $1,220 | $8,049-84.8% | $9,451-87.1% | $6,918-82.4% |