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 | $10,723 | $99,032-89.2% | $80,019-86.6% | $135,375-92.1% |
| Participation rate | 53.3% | 78.4%-25.0pp | 75.8%-22.5pp | 82.6%-29.3pp |
| Annual return | 12.90% | 15.39%-2.5pp | 11.22%+1.7pp | 519.73%-506.8pp |
| Employer contribution / active EE | $876 | $3,043-71.2% | $2,468-64.5% | $4,779-81.7% |
| Participant deferral / active EE | $1,666 | $4,282-61.1% | $3,686-54.8% | $5,609-70.3% |
| Admin fee / account holder | $2,560 | $10,436-75.5% | $6,521-60.7% | $10,827-76.4% |