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 | $11,162 | $106,890-89.6% | $84,015-86.7% | $152,861-92.7% |
| Participation rate | 68.4% | 75.2%-6.8pp | 69.0%-0.6pp | 82.4%-14.0pp |
| Annual return | 24.10% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $973 | $2,734-64.4% | $1,983-51.0% | $4,762-79.6% |
| Participant deferral / active EE | $1,891 | $4,011-52.9% | $3,239-41.6% | $5,850-67.7% |
| Admin fee / account holder | $1,901 | $8,285-77.1% | $6,101-68.8% | $11,596-83.6% |