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 | $15,572 | $88,672-82.4% | $105,223-85.2% | $82,448-81.1% |
| Participation rate | 56.4% | 67.9%-11.5pp | 75.0%-18.6pp | 68.1%-11.7pp |
| Annual return | 19.69% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,209 | $3,048-60.3% | $3,689-67.2% | $2,551-52.6% |
| Participant deferral / active EE | $2,847 | $4,036-29.5% | $5,072-43.9% | $4,139-31.2% |
| Admin fee / account holder | $841 | $7,146-88.2% | $8,859-90.5% | $7,234-88.4% |