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 4-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 | $13,723 | $154,228-91.1% | $145,433-90.6% | $137,256-90.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 37.47% | 74.59%-37.1pp | 66.58%-29.1pp | 220.34%-182.9pp |
| Employer contribution / active EE | $2,921 | $4,804-39.2% | $4,554-35.9% | $4,156-29.7% |
| Participant deferral / active EE | $4,828 | $8,216-41.2% | $7,897-38.9% | $6,407-24.6% |
| Admin fee / account holder | $1,630 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |