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 | $11,701 | $127,386-90.8% | $115,037-89.8% | $125,391-90.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.67% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $854 | $5,166-83.5% | $4,608-81.5% | $4,866-82.4% |
| Participant deferral / active EE | $8,504 | $6,423+32.4% | $6,026+41.1% | $5,352+58.9% |
| Admin fee / account holder | $26,160 | $9,516+174.9% | $8,175+220.0% | $9,540+174.2% |