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 | $9,885 | $46,869-78.9% | $122,332-91.9% | $70,131-85.9% |
| Participation rate | 57.9% | 58.2%-0.3pp | 71.6%-13.7pp | 69.5%-11.6pp |
| Annual return | 28.13% | 24.22%+3.9pp | 30.27%-2.1pp | 73.14%-45.0pp |
| Employer contribution / active EE | $1,127 | $1,288-12.5% | $4,050-72.2% | $2,342-51.9% |
| Participant deferral / active EE | $2,920 | $2,166+34.8% | $3,287-11.1% | $3,332-12.3% |
| Admin fee / account holder | $1,850 | $3,322-44.3% | $5,478-66.2% | $4,645-60.2% |