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 | $23,346 | $91,538-74.5% | $129,995-82.0% | $75,163-68.9% |
| Participation rate | 41.7% | 71.4%-29.8pp | 78.5%-36.8pp | 67.2%-25.5pp |
| Annual return | 20.30% | -631.11%+651.4pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $984 | $2,845-65.4% | $4,320-77.2% | $2,670-63.1% |
| Participant deferral / active EE | $2,330 | $4,341-46.3% | $5,820-60.0% | $4,125-43.5% |
| Admin fee / account holder | $1,894 | $6,790-72.1% | $10,614-82.2% | $5,651-66.5% |