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 9-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 | $12,661 | $61,272-79.3% | $149,673-91.5% | $71,457-82.3% |
| Participation rate | 45.8% | 62.5%-16.7pp | 78.8%-33.0pp | 67.9%-22.1pp |
| Annual return | 17.41% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $676 | $2,378-71.6% | $4,818-86.0% | $2,588-73.9% |
| Participant deferral / active EE | $1,389 | $2,917-52.4% | $5,680-75.5% | $4,289-67.6% |
| Admin fee / account holder | $1,131 | $1,261-10.4% | $13,210-91.4% | $1,587-28.8% |