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 | $14,751 | $72,277-79.6% | $101,248-85.4% | $79,858-81.5% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 52.13% | 22.30%+29.8pp | 46.47%+5.7pp | 31.71%+20.4pp |
| Employer contribution / active EE | $1,308 | $2,692-51.4% | $3,660-64.3% | $2,471-47.1% |
| Participant deferral / active EE | $2,492 | $3,282-24.1% | $4,370-43.0% | $3,740-33.4% |
| Admin fee / account holder | $846 | $4,400-80.8% | $5,945-85.8% | $5,306-84.1% |