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 | $8,168 | $52,279-84.4% | $89,391-90.9% | $79,858-89.8% |
| Participation rate | 44.4% | 57.5%-13.1pp | 68.0%-23.5pp | 69.6%-25.2pp |
| Annual return | 22.68% | 22.16%+0.5pp | 245.62%-222.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $436 | $1,572-72.3% | $2,586-83.2% | $2,471-82.4% |
| Participant deferral / active EE | $919 | $2,740-66.4% | $3,890-76.4% | $3,740-75.4% |
| Admin fee / account holder | $746 | $3,356-77.8% | $4,881-84.7% | $5,306-85.9% |