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 | $14,164 | $84,233-83.2% | $170,442-91.7% | $70,131-79.8% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 15.08% | 23.06%-8.0pp | 205.93%-190.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,058 | $3,086-33.3% | $4,939-58.3% | $3,332-38.2% |
| Admin fee / account holder | $12,454 | $5,698+118.6% | $13,880-10.3% | $4,645+168.1% |