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 | $16,520 | $99,985-83.5% | $146,665-88.7% | $85,850-80.8% |
| Participation rate | 57.1% | 73.1%-15.9pp | 80.1%-22.9pp | 69.3%-12.2pp |
| Annual return | 16.69% | 18.93%-2.2pp | 22.74%-6.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,481 | $2,559-42.1% | $4,136-64.2% | $2,565-42.3% |
| Participant deferral / active EE | $2,646 | $4,006-34.0% | $5,506-51.9% | $3,952-33.1% |
| Admin fee / account holder | $836 | $7,702-89.1% | $10,280-91.9% | $6,260-86.6% |