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 6-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 | $24,371 | $80,968-69.9% | $96,544-74.8% | $75,163-67.6% |
| Participation rate | 64.4% | 71.8%-7.4pp | 76.0%-11.6pp | 67.2%-2.8pp |
| Annual return | 16.07% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $728 | $2,282-68.1% | $2,965-75.4% | $2,670-72.7% |
| Participant deferral / active EE | $3,484 | $3,928-11.3% | $4,851-28.2% | $4,125-15.5% |
| Admin fee / account holder | $2,929 | $6,724-56.4% | $8,252-64.5% | $5,651-48.2% |