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 | $10,474 | $58,927-82.2% | $76,817-86.4% | $72,985-85.6% |
| Participation rate | 68.0% | 67.3%+0.7pp | 72.1%-4.1pp | 69.5%-1.5pp |
| Annual return | 27.67% | 2305.64%-2278.0pp | 1166.11%-1138.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,473 | $1,787-17.6% | $2,302-36.0% | $2,440-39.6% |
| Participant deferral / active EE | $2,725 | $2,690+1.3% | $3,336-18.3% | $3,607-24.5% |
| Admin fee / account holder | $327 | $4,013-91.8% | $6,420-94.9% | $5,124-93.6% |