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 7-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 | $24,760 | $89,652-72.4% | $141,162-82.5% | $65,185-62.0% |
| Participation rate | 57.3% | 74.7%-17.4pp | 82.5%-25.2pp | 70.2%-12.9pp |
| Annual return | 2701.22% | 32.79%+2668.4pp | 71.39%+2629.8pp | 29.38%+2671.8pp |
| Employer contribution / active EE | $2,267 | $3,065-26.0% | $4,735-52.1% | $2,177+4.1% |
| Participant deferral / active EE | $4,393 | $5,691-22.8% | $6,709-34.5% | $3,514+25.0% |
| Admin fee / account holder | $2,314 | $569+307.0% | $10,261-77.4% | $847+173.2% |