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 | $6,127 | $85,202-92.8% | $172,739-96.5% | $72,985-91.6% |
| Participation rate | 44.8% | 70.1%-25.2pp | 82.6%-37.8pp | 69.5%-24.7pp |
| Annual return | 26.13% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $716 | $3,324-78.5% | $5,143-86.1% | $2,440-70.7% |
| Participant deferral / active EE | $1,096 | $3,260-66.4% | $5,198-78.9% | $3,607-69.6% |
| Admin fee / account holder | $413 | $5,884-93.0% | $13,954-97.0% | $5,124-91.9% |