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 6-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 | $18,028 | $117,841-84.7% | $102,423-82.4% | $145,922-87.6% |
| Participation rate | 19.0% | 78.6%-59.5pp | 76.5%-57.4pp | 80.3%-61.2pp |
| Annual return | 13.37% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,307 | $5,731-59.7% | $5,053-54.3% | $6,688-65.5% |
| Admin fee / account holder | $166,903 | $13,326+1152.5% | $9,451+1666.0% | $13,397+1145.8% |