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 | $11,019 | $53,596-79.4% | $90,645-87.8% | $64,186-82.8% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | 46.86% | 4.41%+42.4pp | 1.88%+45.0pp | 7.63%+39.2pp |
| Employer contribution / active EE | $650 | $1,503-56.7% | $2,532-74.3% | $2,381-72.7% |
| Participant deferral / active EE | $1,809 | $2,459-26.4% | $3,425-47.2% | $3,470-47.9% |
| Admin fee / account holder | $2,033 | $3,868-47.5% | $4,994-59.3% | $4,888-58.4% |