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 8-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 | $7,427 | $55,706-86.7% | $75,886-90.2% | $72,985-89.8% |
| Participation rate | 32.6% | 61.1%-28.5pp | 69.3%-36.7pp | 69.5%-36.9pp |
| Annual return | 124.19% | 27.59%+96.6pp | 30.76%+93.4pp | 81.00%+43.2pp |
| Employer contribution / active EE | $856 | $1,687-49.2% | $2,500-65.8% | $2,440-64.9% |
| Participant deferral / active EE | $1,384 | $2,634-47.5% | $3,603-61.6% | $3,607-61.6% |
| Admin fee / account holder | $356 | $3,978-91.1% | $5,418-93.4% | $5,124-93.1% |