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 9-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 | $9,037 | $48,570-81.4% | $130,648-93.1% | $72,985-87.6% |
| Participation rate | 52.3% | 58.6%-6.3pp | 71.7%-19.5pp | 69.5%-17.2pp |
| Annual return | 36.25% | 38.63%-2.4pp | 1708.96%-1672.7pp | 81.00%-44.8pp |
| Employer contribution / active EE | $727 | $1,334-45.5% | $4,092-82.2% | $2,440-70.2% |
| Participant deferral / active EE | $1,033 | $2,384-56.7% | $3,603-71.3% | $3,607-71.4% |
| Admin fee / account holder | $453 | $3,549-87.2% | $5,464-91.7% | $5,124-91.2% |