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 | $4,586 | $34,308-86.6% | $74,701-93.9% | $72,985-93.7% |
| Participation rate | 62.0% | 42.4%+19.6pp | 54.5%+7.5pp | 69.5%-7.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,176 | $692+70.1% | $1,084+8.5% | $2,440-51.8% |
| Participant deferral / active EE | $1,858 | $1,271+46.1% | $1,964-5.4% | $3,607-48.5% |
| Admin fee / account holder | $321 | $2,124-84.9% | $3,333-90.4% | $5,124-93.7% |