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 | $8,373 | $85,202-90.2% | $172,739-95.2% | $72,985-88.5% |
| Participation rate | 14.0% | 70.1%-56.1pp | 82.6%-68.7pp | 69.5%-55.5pp |
| Annual return | 29.76% | 27.32%+2.4pp | 802.84%-773.1pp | 81.00%-51.2pp |
| Employer contribution / active EE | $437 | $3,324-86.8% | $5,143-91.5% | $2,440-82.1% |
| Participant deferral / active EE | $930 | $3,260-71.5% | $5,198-82.1% | $3,607-74.2% |
| Admin fee / account holder | $2,278 | $5,884-61.3% | $13,954-83.7% | $5,124-55.5% |