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 | $11,922 | $190,805-93.8% | $159,960-92.5% | $134,475-91.1% |
| Participation rate | 42.9% | 81.9%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -12.85% | 552.23%-565.1pp | 408.60%-421.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,295 | $4,995-74.1% | $4,226-69.4% | $4,740-72.7% |
| Participant deferral / active EE | $2,740 | $6,923-60.4% | $6,182-55.7% | $6,400-57.2% |
| Admin fee / account holder | $498 | $10,471-95.2% | $8,698-94.3% | $11,426-95.6% |