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 | $23,469 | $152,587-84.6% | $125,175-81.3% | $152,861-84.6% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 26.26% | 54.84%-28.6pp | 43.79%-17.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,310 | $4,946-73.5% | $3,865-66.1% | $4,762-72.5% |
| Participant deferral / active EE | $3,760 | $5,868-35.9% | $4,937-23.8% | $5,850-35.7% |
| Admin fee / account holder | $533 | $13,434-96.0% | $9,702-94.5% | $11,596-95.4% |