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 | $12,414 | $55,415-77.6% | $155,509-92.0% | $74,495-83.3% |
| Participation rate | 48.9% | 61.9%-13.0pp | 78.2%-29.3pp | 67.2%-18.3pp |
| Annual return | 12.90% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $580 | $2,267-74.4% | $4,672-87.6% | $2,623-77.9% |
| Participant deferral / active EE | $870 | $2,836-69.3% | $5,626-84.5% | $4,346-80.0% |
| Admin fee / account holder | $760 | $1,738-56.3% | $15,912-95.2% | $1,942-60.9% |