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 9-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 | $25,438 | $100,041-74.6% | $149,718-83.0% | $70,131-63.7% |
| Participation rate | 51.6% | 83.6%-32.0pp | 87.1%-35.5pp | 69.5%-17.9pp |
| Annual return | 23.70% | 27.43%-3.7pp | 1501.63%-1477.9pp | 73.14%-49.4pp |
| Employer contribution / active EE | $1,871 | $3,662-48.9% | $5,445-65.6% | $2,342-20.1% |
| Participant deferral / active EE | $3,147 | $4,983-36.8% | $6,569-52.1% | $3,332-5.6% |
| Admin fee / account holder | $2,468 | $8,286-70.2% | $11,283-78.1% | $4,645-46.9% |