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 | $9,384 | $57,354-83.6% | $83,848-88.8% | $64,186-85.4% |
| Participation rate | 61.7% | 68.6%-6.9pp | 76.1%-14.4pp | 69.6%-7.9pp |
| Annual return | 1124.10% | 11.38%+1112.7pp | 850.88%+273.2pp | 7.63%+1116.5pp |
| Employer contribution / active EE | $691 | $2,545-72.8% | $3,631-81.0% | $2,381-71.0% |
| Participant deferral / active EE | $1,973 | $2,993-34.1% | $4,082-51.7% | $3,470-43.1% |
| Admin fee / account holder | $320 | $4,046-92.1% | $5,478-94.2% | $4,888-93.5% |