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 8-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 | $16,057 | $82,630-80.6% | $64,105-75.0% | $125,391-87.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | 1.60% | 1489.72%-1488.1pp | 791.24%-789.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $867 | $2,671-67.5% | $1,820-52.4% | $4,866-82.2% |
| Participant deferral / active EE | $1,410 | $3,608-60.9% | $2,822-50.0% | $5,352-73.7% |
| Admin fee / account holder | $643 | $6,382-89.9% | $4,499-85.7% | $9,540-93.3% |