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 | $5,981 | $99,652-94.0% | $78,778-92.4% | $147,584-95.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 36.36% | 47.28%-10.9pp | 35.62%+0.7pp | 578.55%-542.2pp |
| Employer contribution / active EE | $806 | $2,796-71.2% | $1,986-59.4% | $4,876-83.5% |
| Participant deferral / active EE | $837 | $3,664-77.1% | $2,958-71.7% | $5,439-84.6% |
| Admin fee / account holder | $482 | $7,155-93.3% | $5,134-90.6% | $10,885-95.6% |