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 | $21,669 | $65,041-66.7% | $90,951-76.2% | $79,858-72.9% |
| Participation rate | 67.9% | 61.6%+6.3pp | 69.0%-1.1pp | 69.6%-1.7pp |
| Annual return | 16.23% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,584 | $1,247+27.0% | $2,122-25.3% | $2,471-35.9% |
| Participant deferral / active EE | $2,666 | $2,512+6.1% | $3,373-21.0% | $3,740-28.7% |
| Admin fee / account holder | $838 | $4,536-81.5% | $5,959-85.9% | $5,306-84.2% |