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 | $19,112 | $72,277-73.6% | $101,248-81.1% | $79,858-76.1% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 22.65% | 22.30%+0.4pp | 46.47%-23.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,264 | $2,692-53.0% | $3,660-65.5% | $2,471-48.9% |
| Participant deferral / active EE | $2,104 | $3,282-35.9% | $4,370-51.8% | $3,740-43.7% |
| Admin fee / account holder | $15,252 | $4,400+246.6% | $5,945+156.5% | $5,306+187.4% |