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 | $10,933 | $77,419-85.9% | $69,455-84.3% | $152,861-92.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 87.18% | 39.06%+48.1pp | 28.97%+58.2pp | 345.32%-258.1pp |
| Employer contribution / active EE | $3,573 | $3,315+7.8% | $2,779+28.6% | $4,762-25.0% |
| Participant deferral / active EE | $9,533 | $4,414+116.0% | $3,535+169.6% | $5,850+63.0% |
| Admin fee / account holder | $379 | $6,207-93.9% | $3,839-90.1% | $11,596-96.7% |