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 | $29,950 | $100,923-70.3% | $150,045-80.0% | $74,304-59.7% |
| Participation rate | 40.7% | 70.1%-29.4pp | 82.3%-41.6pp | 60.3%-19.7pp |
| Annual return | 17.16% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,167 | $3,463-66.3% | $4,693-75.1% | $2,241-47.9% |
| Participant deferral / active EE | $2,365 | $6,709-64.8% | $7,997-70.4% | $3,767-37.2% |
| Admin fee / account holder | $4,458 | $2,767+61.1% | $13,435-66.8% | $2,969+50.1% |