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 | $7,656 | $60,124-87.3% | $90,404-91.5% | $79,858-90.4% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 26.50% | 71.94%-45.4pp | 1293.02%-1266.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,041 | $2,068-49.6% | $3,262-68.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,647 | $2,938-43.9% | $3,963-58.4% | $3,740-56.0% |
| Admin fee / account holder | $443 | $3,976-88.8% | $5,611-92.1% | $5,306-91.6% |