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 | $12,182 | $60,124-79.7% | $90,404-86.5% | $79,858-84.7% |
| Participation rate | 67.7% | 65.0%+2.8pp | 72.7%-4.9pp | 69.6%-1.9pp |
| Annual return | 18.83% | 71.94%-53.1pp | 1293.02%-1274.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,329 | $2,068+12.6% | $3,262-28.6% | $2,471-5.7% |
| Participant deferral / active EE | $4,236 | $2,938+44.2% | $3,963+6.9% | $3,740+13.3% |
| Admin fee / account holder | $1,084 | $3,976-72.8% | $5,611-80.7% | $5,306-79.6% |