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 7-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 | $20,446 | $89,355-77.1% | $141,162-85.5% | $72,985-72.0% |
| Participation rate | 57.8% | 75.1%-17.3pp | 82.5%-24.7pp | 69.5%-11.7pp |
| Annual return | 47.60% | 111.85%-64.2pp | 71.39%-23.8pp | 81.00%-33.4pp |
| Employer contribution / active EE | $2,358 | $3,114-24.3% | $4,735-50.2% | $2,440-3.3% |
| Participant deferral / active EE | $5,448 | $5,418+0.6% | $6,709-18.8% | $3,607+51.0% |
| Admin fee / account holder | $1,278 | $5,958-78.6% | $10,261-87.6% | $5,124-75.1% |