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 5-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 | $18,620 | $102,317-81.8% | $146,958-87.3% | $80,856-77.0% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.2%-13.8pp | 67.6%+0.7pp |
| Annual return | 18.07% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,265 | $3,713-39.0% | $4,933-54.1% | $2,755-17.8% |
| Participant deferral / active EE | $4,084 | $6,644-38.5% | $8,070-49.4% | $4,296-4.9% |
| Admin fee / account holder | $1,010 | $7,941-87.3% | $12,998-92.2% | $6,918-85.4% |