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 | $14,163 | $65,041-78.2% | $90,951-84.4% | $79,858-82.3% |
| Participation rate | 65.8% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 20.23% | 30.45%-10.2pp | 134.60%-114.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $589 | $1,247-52.8% | $2,122-72.2% | $2,471-76.2% |
| Participant deferral / active EE | $1,837 | $2,512-26.9% | $3,373-45.5% | $3,740-50.9% |
| Admin fee / account holder | $978 | $4,536-78.4% | $5,959-83.6% | $5,306-81.6% |