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 | $10,499 | $65,041-83.9% | $90,951-88.5% | $79,858-86.9% |
| Participation rate | 67.8% | 61.6%+6.2pp | 69.0%-1.2pp | 69.6%-1.9pp |
| Annual return | 21.87% | 30.45%-8.6pp | 134.60%-112.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,123 | $1,247-9.9% | $2,122-47.1% | $2,471-54.5% |
| Participant deferral / active EE | $1,504 | $2,512-40.1% | $3,373-55.4% | $3,740-59.8% |
| Admin fee / account holder | $1,693 | $4,536-62.7% | $5,959-71.6% | $5,306-68.1% |