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 | $16,465 | $105,181-84.3% | $159,436-89.7% | $85,850-80.8% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.3pp |
| Annual return | 19.38% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,089 | $3,318-37.1% | $4,829-56.8% | $2,565-18.6% |
| Participant deferral / active EE | $4,026 | $5,945-32.3% | $7,352-45.2% | $3,952+1.9% |
| Admin fee / account holder | $643 | $6,933-90.7% | $10,799-94.0% | $6,260-89.7% |