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 6-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 | $12,121 | $79,449-84.7% | $189,557-93.6% | $85,850-85.9% |
| Participation rate | 64.0% | 66.0%-2.0pp | 78.4%-14.4pp | 69.3%-5.3pp |
| Annual return | 23.40% | 18.45%+5.0pp | 64.17%-40.8pp | 318.53%-295.1pp |
| Employer contribution / active EE | $1,487 | $2,081-28.5% | $4,412-66.3% | $2,565-42.0% |
| Participant deferral / active EE | $3,802 | $4,051-6.2% | $6,174-38.4% | $3,952-3.8% |
| Admin fee / account holder | $530 | $5,377-90.1% | $9,807-94.6% | $6,260-91.5% |