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 | $12,325 | $53,822-77.1% | $75,696-83.7% | $85,850-85.6% |
| Participation rate | 52.4% | 69.1%-16.7pp | 74.8%-22.5pp | 69.3%-16.9pp |
| Annual return | 24.03% | 24.54%-0.5pp | 104.53%-80.5pp | 318.53%-294.5pp |
| Employer contribution / active EE | $538 | $2,017-73.3% | $2,743-80.4% | $2,565-79.0% |
| Participant deferral / active EE | $1,111 | $2,895-61.6% | $3,821-70.9% | $3,952-71.9% |
| Admin fee / account holder | $14,554 | $3,343+335.4% | $3,619+302.1% | $6,260+132.5% |