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 | $22,223 | $89,355-75.1% | $141,162-84.3% | $72,985-69.6% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.5%-31.3pp | 69.5%-18.3pp |
| Annual return | 22.99% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,265 | $5,418-39.7% | $6,709-51.3% | $3,607-9.5% |
| Admin fee / account holder | $4,090 | $5,958-31.4% | $10,261-60.1% | $5,124-20.2% |