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 | $13,232 | $91,190-85.5% | $178,490-92.6% | $79,858-83.4% |
| Participation rate | 34.1% | 69.2%-35.1pp | 81.9%-47.9pp | 69.6%-35.6pp |
| Annual return | 33.84% | 24.19%+9.7pp | 151.07%-117.2pp | 31.71%+2.1pp |
| Employer contribution / active EE | $460 | $3,256-85.9% | $5,011-90.8% | $2,471-81.4% |
| Participant deferral / active EE | $994 | $3,236-69.3% | $5,202-80.9% | $3,740-73.4% |
| Admin fee / account holder | $775 | $6,751-88.5% | $13,984-94.5% | $5,306-85.4% |