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 | $24,581 | $152,587-83.9% | $125,175-80.4% | $152,861-83.9% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 27.17% | 54.84%-27.7pp | 43.79%-16.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,382 | $4,946-51.9% | $3,865-38.4% | $4,762-50.0% |
| Participant deferral / active EE | $4,134 | $5,868-29.6% | $4,937-16.3% | $5,850-29.3% |
| Admin fee / account holder | $573 | $13,434-95.7% | $9,702-94.1% | $11,596-95.1% |