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 | $18,047 | $183,963-90.2% | $162,163-88.9% | $152,861-88.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 22.54% | 150.76%-128.2pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,833 | $6,371-71.2% | $5,614-67.3% | $4,762-61.5% |
| Participant deferral / active EE | $27,310 | $8,034+239.9% | $7,298+274.2% | $5,850+366.8% |
| Admin fee / account holder | $13,370 | $13,121+1.9% | $10,843+23.3% | $11,596+15.3% |