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 | $28,172 | $95,453-70.5% | $112,040-74.9% | $82,448-65.8% |
| Participation rate | 63.4% | 72.8%-9.4pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 40.75% | 23.92%+16.8pp | 24.52%+16.2pp | 41.64%-0.9pp |
| Employer contribution / active EE | $1,166 | $2,318-49.7% | $2,954-60.5% | $2,551-54.3% |
| Participant deferral / active EE | $2,678 | $4,224-36.6% | $5,098-47.5% | $4,139-35.3% |
| Admin fee / account holder | $957 | $9,013-89.4% | $12,098-92.1% | $7,234-86.8% |