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 3-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 | $1,838 | $118,427-98.4% | $66,042-97.2% | $142,382-98.7% |
| Participation rate | 63.2% | 68.1%-5.0pp | 67.5%-4.3pp | 80.1%-17.0pp |
| Annual return | 89.33% | 35.57%+53.8pp | 52.11%+37.2pp | 217.08%-127.7pp |
| Employer contribution / active EE | $798 | $2,570-68.9% | $1,579-49.5% | $4,299-81.4% |
| Participant deferral / active EE | $1,209 | $4,311-72.0% | $2,835-57.4% | $6,507-81.4% |
| Admin fee / account holder | $710 | $9,593-92.6% | $5,747-87.6% | $12,624-94.4% |