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 8-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 | $12,064 | $52,953-77.2% | $172,739-93.0% | $65,185-81.5% |
| Participation rate | 68.8% | 66.2%+2.6pp | 82.6%-13.8pp | 70.2%-1.4pp |
| Annual return | 31.58% | 30.12%+1.5pp | 802.84%-771.3pp | 29.38%+2.2pp |
| Employer contribution / active EE | $837 | $2,190-61.8% | $5,143-83.7% | $2,177-61.6% |
| Participant deferral / active EE | $3,058 | $2,471+23.8% | $5,198-41.2% | $3,514-13.0% |
| Admin fee / account holder | $425 | $472-10.0% | $13,954-97.0% | $847-49.9% |