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 | $18,872 | $98,750-80.9% | $149,696-87.4% | $79,858-76.4% |
| Participation rate | 64.2% | 75.8%-11.6pp | 82.5%-18.3pp | 69.6%-5.5pp |
| Annual return | 78.51% | 27.43%+51.1pp | 276.60%-198.1pp | 31.71%+46.8pp |
| Employer contribution / active EE | $2,506 | $3,216-22.1% | $4,644-46.0% | $2,471+1.4% |
| Participant deferral / active EE | $4,408 | $5,680-22.4% | $6,842-35.6% | $3,740+17.9% |
| Admin fee / account holder | $752 | $6,053-87.6% | $9,309-91.9% | $5,306-85.8% |