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 | $13,750 | $115,770-88.1% | $101,248-86.4% | $158,922-91.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.41% | 56.14%-37.7pp | 46.47%-28.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,380 | $4,175-66.9% | $3,660-62.3% | $4,761-71.0% |
| Participant deferral / active EE | $4,639 | $4,957-6.4% | $4,370+6.2% | $5,982-22.4% |
| Admin fee / account holder | $1,032 | $7,245-85.8% | $5,945-82.6% | $11,246-90.8% |