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 7-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 | $17,347 | $65,365-73.5% | $92,893-81.3% | $72,985-76.2% |
| Participation rate | 54.7% | 68.3%-13.6pp | 76.0%-21.3pp | 69.5%-14.8pp |
| Annual return | 18.05% | 42.10%-24.0pp | 109.41%-91.4pp | 81.00%-62.9pp |
| Employer contribution / active EE | $24,404 | $2,594+840.7% | $3,653+568.1% | $2,440+900.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $25,378 | $4,251+496.9% | $5,794+338.0% | $5,124+395.2% |