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 | $9,737 | $65,041-85.0% | $90,951-89.3% | $79,858-87.8% |
| Participation rate | 65.9% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 34.26% | 30.45%+3.8pp | 134.60%-100.3pp | 31.71%+2.6pp |
| Employer contribution / active EE | $339 | $1,247-72.8% | $2,122-84.0% | $2,471-86.3% |
| Participant deferral / active EE | $4,162 | $2,512+65.7% | $3,373+23.4% | $3,740+11.3% |
| Admin fee / account holder | $1,774 | $4,536-60.9% | $5,959-70.2% | $5,306-66.6% |