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 | $17,674 | $88,672-80.1% | $105,223-83.2% | $82,448-78.6% |
| Participation rate | 37.4% | 67.9%-30.6pp | 75.0%-37.7pp | 68.1%-30.7pp |
| Annual return | 21.24% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,871 | $4,036-53.6% | $5,072-63.1% | $4,139-54.8% |
| Admin fee / account holder | $926 | $7,146-87.0% | $8,859-89.5% | $7,234-87.2% |