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 | $16,350 | $48,570-66.3% | $130,648-87.5% | $72,985-77.6% |
| Participation rate | 62.3% | 58.6%+3.7pp | 71.7%-9.5pp | 69.5%-7.2pp |
| Annual return | 26.83% | 38.63%-11.8pp | 1708.96%-1682.1pp | 81.00%-54.2pp |
| Employer contribution / active EE | $898 | $1,334-32.7% | $4,092-78.1% | $2,440-63.2% |
| Participant deferral / active EE | $3,252 | $2,384+36.4% | $3,603-9.7% | $3,607-9.8% |
| Admin fee / account holder | $1,642 | $3,549-53.7% | $5,464-69.9% | $5,124-68.0% |