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 | $11,200 | $68,073-83.5% | $76,080-85.3% | $85,850-87.0% |
| Participation rate | 39.2% | 72.5%-33.3pp | 79.4%-40.2pp | 69.3%-30.1pp |
| Annual return | 16.56% | 19.42%-2.9pp | 42.50%-25.9pp | 318.53%-302.0pp |
| Employer contribution / active EE | $684 | $3,209-78.7% | $3,962-82.7% | $2,565-73.3% |
| Participant deferral / active EE | $1,148 | $3,799-69.8% | $4,905-76.6% | $3,952-70.9% |
| Admin fee / account holder | $635 | $3,422-81.4% | $4,883-87.0% | $6,260-89.9% |