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 7-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 | $12,056 | $95,416-87.4% | $185,823-93.5% | $85,850-86.0% |
| Participation rate | 55.9% | 68.8%-12.9pp | 81.7%-25.8pp | 69.3%-13.4pp |
| Annual return | 23.06% | 23.59%-0.5pp | 122.05%-99.0pp | 318.53%-295.5pp |
| Employer contribution / active EE | $1,163 | $3,314-64.9% | $5,167-77.5% | $2,565-54.7% |
| Participant deferral / active EE | $2,484 | $3,423-27.4% | $5,568-55.4% | $3,952-37.1% |
| Admin fee / account holder | $423 | $7,213-94.1% | $16,237-97.4% | $6,260-93.2% |