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 | $13,671 | $73,004-81.3% | $90,749-84.9% | $68,494-80.0% |
| Participation rate | 62.5% | 70.8%-8.3pp | 75.7%-13.2pp | 67.9%-5.4pp |
| Annual return | -17.17% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $866 | $2,193-60.5% | $2,921-70.4% | $2,596-66.6% |
| Participant deferral / active EE | $1,787 | $3,627-50.7% | $4,564-60.9% | $4,027-55.6% |
| Admin fee / account holder | $2,481 | $5,896-57.9% | $8,445-70.6% | $5,403-54.1% |