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 | $31,103 | $101,317-69.3% | $146,958-78.8% | $74,495-58.2% |
| Participation rate | 42.7% | 75.5%-32.8pp | 82.2%-39.4pp | 67.2%-24.5pp |
| Annual return | 27.13% | 8730.91%-8703.8pp | 418.34%-391.2pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,156 | $7,303-56.8% | $8,070-60.9% | $4,346-27.4% |
| Admin fee / account holder | $4,718 | $1,739+171.3% | $12,998-63.7% | $1,942+143.0% |