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 | $24,410 | $98,750-75.3% | $149,696-83.7% | $79,858-69.4% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.5%-53.9pp | 69.6%-41.1pp |
| Annual return | 15.83% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $936 | $3,216-70.9% | $4,644-79.8% | $2,471-62.1% |
| Participant deferral / active EE | $2,772 | $5,680-51.2% | $6,842-59.5% | $3,740-25.9% |
| Admin fee / account holder | $2,887 | $6,053-52.3% | $9,309-69.0% | $5,306-45.6% |