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 8-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 | $19,167 | $58,512-67.2% | $84,015-77.2% | $72,985-73.7% |
| Participation rate | 63.6% | 61.2%+2.4pp | 69.0%-5.4pp | 69.5%-5.8pp |
| Annual return | 20.19% | 28.93%-8.7pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $280 | $1,163-75.9% | $1,983-85.9% | $2,440-88.5% |
| Participant deferral / active EE | $2,881 | $2,394+20.3% | $3,239-11.1% | $3,607-20.1% |
| Admin fee / account holder | $1,751 | $4,569-61.7% | $6,101-71.3% | $5,124-65.8% |