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 7-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 | $9,951 | $58,694-83.0% | $142,863-93.0% | $85,850-88.4% |
| Participation rate | 67.7% | 58.5%+9.3pp | 71.9%-4.2pp | 69.3%-1.6pp |
| Annual return | 18.12% | 27.72%-9.6pp | 5637.54%-5619.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,314 | $1,423-7.7% | $4,144-68.3% | $2,565-48.8% |
| Participant deferral / active EE | $2,045 | $2,607-21.6% | $3,837-46.7% | $3,952-48.3% |
| Admin fee / account holder | $749 | $4,239-82.3% | $6,560-88.6% | $6,260-88.0% |