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 | $12,152 | $53,822-77.4% | $75,696-83.9% | $85,850-85.8% |
| Participation rate | 55.2% | 69.1%-13.9pp | 74.8%-19.7pp | 69.3%-14.1pp |
| Annual return | 28.65% | 24.54%+4.1pp | 104.53%-75.9pp | 318.53%-289.9pp |
| Employer contribution / active EE | $469 | $2,017-76.8% | $2,743-82.9% | $2,565-81.7% |
| Participant deferral / active EE | $1,412 | $2,895-51.2% | $3,821-63.1% | $3,952-64.3% |
| Admin fee / account holder | $1,688 | $3,343-49.5% | $3,619-53.3% | $6,260-73.0% |