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 | $15,873 | $99,652-84.1% | $78,778-79.9% | $147,584-89.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 19.07% | 47.28%-28.2pp | 35.62%-16.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,230 | $2,796-56.0% | $1,986-38.1% | $4,876-74.8% |
| Participant deferral / active EE | $3,973 | $3,664+8.5% | $2,958+34.3% | $5,439-26.9% |
| Admin fee / account holder | $600 | $7,155-91.6% | $5,134-88.3% | $10,885-94.5% |