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 6-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 | $12,458 | $176,812-93.0% | $146,665-91.5% | $167,490-92.6% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 17.18% | 24.03%-6.9pp | 22.74%-5.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,602 | $5,160-49.6% | $4,136-37.1% | $4,837-46.2% |
| Participant deferral / active EE | $3,164 | $6,440-50.9% | $5,506-42.5% | $6,341-50.1% |
| Admin fee / account holder | $2,786 | $13,259-79.0% | $10,280-72.9% | $12,309-77.4% |