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 6-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 | $14,298 | $127,777-88.8% | $106,548-86.6% | $167,490-91.5% |
| Participation rate | 64.3% | 78.3%-14.0pp | 76.1%-11.8pp | 82.1%-17.8pp |
| Annual return | 24.56% | 33.87%-9.3pp | 26.80%-2.2pp | 478.56%-454.0pp |
| Employer contribution / active EE | $2,039 | $3,427-40.5% | $2,819-27.7% | $4,837-57.9% |
| Participant deferral / active EE | $4,771 | $5,087-6.2% | $4,398+8.5% | $6,341-24.8% |
| Admin fee / account holder | $376 | $11,228-96.6% | $7,407-94.9% | $12,309-96.9% |