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 6-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 | $16,030 | $73,933-78.3% | $96,683-83.4% | $75,163-78.7% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 75.52% | 26.70%+48.8pp | 35.69%+39.8pp | 160.62%-85.1pp |
| Employer contribution / active EE | $1,264 | $2,928-56.8% | $3,737-66.2% | $2,670-52.7% |
| Participant deferral / active EE | $2,162 | $3,659-40.9% | $4,878-55.7% | $4,125-47.6% |
| Admin fee / account holder | $305 | $5,216-94.2% | $6,730-95.5% | $5,651-94.6% |