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 | $21,767 | $165,335-86.8% | $149,696-85.5% | $158,922-86.3% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 25.63% | 348.15%-322.5pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,144 | $5,103-77.6% | $4,644-75.4% | $4,761-76.0% |
| Participant deferral / active EE | $2,680 | $7,181-62.7% | $6,842-60.8% | $5,982-55.2% |
| Admin fee / account holder | $2,818 | $10,807-73.9% | $9,309-69.7% | $11,246-74.9% |