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 | $10,473 | $49,177-78.7% | $79,464-86.8% | $64,186-83.7% |
| Participation rate | 62.7% | 65.0%-2.3pp | 73.3%-10.6pp | 69.6%-6.8pp |
| Annual return | 1788.92% | -1.16%+1790.1pp | 718.14%+1070.8pp | 7.63%+1781.3pp |
| Employer contribution / active EE | $1,041 | $2,076-49.9% | $2,800-62.8% | $2,381-56.3% |
| Participant deferral / active EE | $5,336 | $2,821+89.1% | $3,704+44.1% | $3,470+53.8% |
| Admin fee / account holder | $1,352 | $3,839-64.8% | $5,113-73.5% | $4,888-72.3% |