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 | $9,097 | $106,890-91.5% | $84,015-89.2% | $152,861-94.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 31.76% | 104.99%-73.2pp | 71.31%-39.5pp | 345.32%-313.6pp |
| Employer contribution / active EE | $2,603 | $2,734-4.8% | $1,983+31.2% | $4,762-45.4% |
| Participant deferral / active EE | $2,817 | $4,011-29.8% | $3,239-13.0% | $5,850-51.8% |
| Admin fee / account holder | $734 | $8,285-91.1% | $6,101-88.0% | $11,596-93.7% |