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 8-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 | $19,207 | $65,041-70.5% | $90,951-78.9% | $79,858-75.9% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.8pp | 69.6%-10.4pp |
| Annual return | 37.74% | 30.45%+7.3pp | 134.60%-96.9pp | 31.71%+6.0pp |
| Employer contribution / active EE | $734 | $1,247-41.2% | $2,122-65.4% | $2,471-70.3% |
| Participant deferral / active EE | $2,552 | $2,512+1.6% | $3,373-24.4% | $3,740-31.8% |
| Admin fee / account holder | $1,678 | $4,536-63.0% | $5,959-71.8% | $5,306-68.4% |