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 7-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 | $17,762 | $65,041-72.7% | $90,951-80.5% | $79,858-77.8% |
| Participation rate | 36.4% | 61.6%-25.2pp | 69.0%-32.6pp | 69.6%-33.3pp |
| Annual return | 29.96% | 30.45%-0.5pp | 134.60%-104.6pp | 31.71%-1.8pp |
| Employer contribution / active EE | $796 | $1,247-36.2% | $2,122-62.5% | $2,471-67.8% |
| Participant deferral / active EE | $1,777 | $2,512-29.3% | $3,373-47.3% | $3,740-52.5% |
| Admin fee / account holder | $1,296 | $4,536-71.4% | $5,959-78.3% | $5,306-75.6% |