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 8-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 | $10,382 | $58,577-82.3% | $83,333-87.5% | $64,186-83.8% |
| Participation rate | 52.9% | 72.0%-19.1pp | 77.8%-24.8pp | 69.6%-16.6pp |
| Annual return | 5.76% | 9.65%-3.9pp | 10.63%-4.9pp | 7.63%-1.9pp |
| Employer contribution / active EE | $1,680 | $2,098-19.9% | $3,379-50.3% | $2,381-29.4% |
| Participant deferral / active EE | $3,506 | $4,654-24.7% | $5,565-37.0% | $3,470+1.0% |
| Admin fee / account holder | $1,552 | $9,275-83.3% | $7,510-79.3% | $4,888-68.3% |