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 | $18,362 | $106,890-82.8% | $84,015-78.1% | $152,861-88.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 28.31% | 104.99%-76.7pp | 71.31%-43.0pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,048 | $2,734-25.1% | $1,983+3.3% | $4,762-57.0% |
| Participant deferral / active EE | $3,614 | $4,011-9.9% | $3,239+11.6% | $5,850-38.2% |
| Admin fee / account holder | $4,696 | $8,285-43.3% | $6,101-23.0% | $11,596-59.5% |