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 | $10,598 | $86,944-87.8% | $107,525-90.1% | $74,304-85.7% |
| Participation rate | 64.4% | 59.6%+4.9pp | 75.1%-10.7pp | 60.3%+4.1pp |
| Annual return | 18.52% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,211 | $2,757-56.1% | $3,754-67.7% | $2,241-46.0% |
| Participant deferral / active EE | $1,712 | $3,554-51.8% | $5,116-66.5% | $3,767-54.6% |
| Admin fee / account holder | $4,064 | $3,727+9.1% | $8,919-54.4% | $2,969+36.9% |