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 | $16,370 | $157,256-89.6% | $141,162-88.4% | $152,861-89.3% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.4%-40.8pp |
| Annual return | 33.05% | 64.32%-31.3pp | 71.39%-38.3pp | 345.32%-312.3pp |
| Employer contribution / active EE | $2,221 | $5,261-57.8% | $4,735-53.1% | $4,762-53.4% |
| Participant deferral / active EE | $5,656 | $7,109-20.4% | $6,709-15.7% | $5,850-3.3% |
| Admin fee / account holder | $6,225 | $12,120-48.6% | $10,261-39.3% | $11,596-46.3% |