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 | $16,895 | $58,828-71.3% | $77,999-78.3% | $62,891-73.1% |
| Participation rate | 65.7% | 71.1%-5.4pp | 75.5%-9.9pp | 69.3%-3.6pp |
| Annual return | 40.15% | 17.16%+23.0pp | 425.96%-385.8pp | 20.14%+20.0pp |
| Employer contribution / active EE | $1,030 | $1,672-38.4% | $2,470-58.3% | $2,281-54.8% |
| Participant deferral / active EE | $2,057 | $2,686-23.4% | $3,497-41.2% | $3,203-35.8% |
| Admin fee / account holder | $885 | $4,393-79.8% | $5,480-83.8% | $4,296-79.4% |