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 6-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 | $12,390 | $58,828-78.9% | $77,999-84.1% | $62,891-80.3% |
| Participation rate | 36.5% | 71.1%-34.5pp | 75.5%-39.0pp | 69.3%-32.8pp |
| Annual return | 12.69% | 17.16%-4.5pp | 425.96%-413.3pp | 20.14%-7.5pp |
| Employer contribution / active EE | $664 | $1,672-60.3% | $2,470-73.1% | $2,281-70.9% |
| Participant deferral / active EE | $1,258 | $2,686-53.1% | $3,497-64.0% | $3,203-60.7% |
| Admin fee / account holder | $4,324 | $4,393-1.6% | $5,480-21.1% | $4,296+0.7% |