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 | $11,077 | $60,124-81.6% | $90,404-87.7% | $79,858-86.1% |
| Participation rate | 65.3% | 65.0%+0.3pp | 72.7%-7.4pp | 69.6%-4.3pp |
| Annual return | 16.30% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $326 | $2,068-84.2% | $3,262-90.0% | $2,471-86.8% |
| Participant deferral / active EE | $1,240 | $2,938-57.8% | $3,963-68.7% | $3,740-66.9% |
| Admin fee / account holder | $699 | $3,976-82.4% | $5,611-87.5% | $5,306-86.8% |